Cascade Wealth Advisors, Inc Vanguard Health Care ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 12,776 shares of VHT stock, worth $3.28 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
12,776
Previous 11,820
8.09%
Holding current value
$3.28 Million
Previous $3.23 Billion
11.51%
% of portfolio
2.58%
Previous 2.39%
Shares
3 transactions
Others Institutions Holding VHT
# of Institutions
1,111Shares Held
24.1MCall Options Held
32.3KPut Options Held
7.46K-
Morgan Stanley New York, NY1.61MShares$412 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$402 Million0.04% of portfolio
-
Ubs Group Ag1.35MShares$346 Million0.08% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.07MShares$273 Million6.16% of portfolio
-
Wells Fargo & Company San Francisco, CA892KShares$229 Million0.06% of portfolio