Cascade Wealth Advisors, Inc Vanguard Health Care ETF Transaction History

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

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 1,530 shares of VHT stock, worth $432,286. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,530

Previous 846 80.85%

Holding current value

$432,286

Previous $204 Million 106.07%

% of portfolio

0.21%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$239.12 - $259.95 $163,558 - $177,805	684 Added 80.85%	1,530 $420 Million
Q2 2025 Aug 11, 2025	SELL	$236.71 - $261.92 $322,162 - $356,473	-1,361 Reduced 61.67%	846 $204 Million
Q1 2025 May 09, 2025	SELL	$254.06 - $273.83 $3.3 Million - $3.55 Million	-12,976 Reduced 85.46%	2,207 $552 Million
Q4 2024 Feb 05, 2025	BUY	$250.81 - $283.3 $603,699 - $681,903	2,407 Added 18.84%	15,183 $3.85 Billion
Q3 2024 Oct 15, 2024	BUY	$261.88 - $288.1 $250,357 - $275,423	956 Added 8.09%	12,776 $3.61 Billion

Q2 2024 Jul 26, 2024	BUY	$252.83 - $269.37 $1.72 Million - $1.84 Million	6,818 Added 136.31%	11,820 $3.23 Billion
Q1 2024 Apr 15, 2024	BUY	$253.63 - $270.54 $1.27 Million - $1.35 Million	5,002 New	5,002 $1.27 Billion

Others Institutions Holding VHT

# of Institutions

1,162

Shares Held

22.6M

Call Options Held

30.3K

Put Options Held

30.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Account

Cascade Wealth Advisors, Inc Vanguard Health Care ETF Transaction History