Cascade Wealth Advisors, Inc Vanguard Russell 1000 Growth E Transaction History

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 57,466 shares of VONG stock, worth $6.96 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

57,466

Previous 49,755 15.5%

Holding current value

$6.96 Million

Previous $5.71 Billion 24.74%

% of portfolio

3.51%

Previous 3.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$108.08 - $121.73 $833,404 - $938,660	7,711 Added 15.5%	57,466 $7.12 Billion
Q2 2025 Aug 11, 2025	SELL	$82.51 - $109.2 $542,338 - $717,771	-6,573 Reduced 11.67%	49,755 $5.71 Billion
Q1 2025 May 09, 2025	SELL	$92.71 - $107.38 $698,291 - $808,786	-7,532 Reduced 11.79%	56,328 $5.1 Billion
Q4 2024 Feb 05, 2025	SELL	$95.27 - $107.82 $555,519 - $628,698	-5,831 Reduced 8.37%	63,860 $6.6 Billion
Q3 2024 Oct 15, 2024	SELL	$85.48 - $98.39 $97,019 - $111,672	-1,135 Reduced 1.6%	69,691 $6.73 Billion

Q2 2024 Jul 26, 2024	SELL	$81.38 - $94.58 $1.58 Million - $1.84 Million	-19,429 Reduced 21.53%	70,826 $6.38 Billion
Q1 2024 Apr 15, 2024	BUY	$75.82 - $87.22 $6.84 Million - $7.87 Million	90,255 New	90,255 $7.73 Billion

Others Institutions Holding VONG

# of Institutions

870

Shares Held

174M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
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Cascade Wealth Advisors, Inc Vanguard Russell 1000 Growth E Transaction History