Cascade Wealth Advisors, Inc Vanguard Growth ETF Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 13,784 shares of VUG stock, worth $5.89 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
13,784
Previous 15,416
10.59%
Holding current value
$5.89 Million
Previous $5.92 Billion
4.41%
% of portfolio
3.83%
Previous 4.23%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,640Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$18.6 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12.2 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.95 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.5 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.25 Billion6.58% of portfolio