Cascade Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History

Cascade Wealth Advisors, Inc

  • $203 Billion
  • Q3 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 3,032 shares of VYM stock, worth $427,542. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,032
Previous 3,029 0.1%
Holding current value
$427,542
Previous $410 Million 4.29%
% of portfolio
0.21%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$132.9 - $142.03 $398 - $426
3 Added 0.1%
3,032 $428 Million
Q2 2025

Aug 11, 2025
BUY
$114.78 - $133.31 $99,169 - $115,179
864 Added 39.91%
3,029 $410 Million
Q1 2025

May 09, 2025
SELL
$126.11 - $135.06 $48,047 - $51,457
-381 Reduced 14.96%
2,165 $264 Million
Q3 2024

Oct 15, 2024
SELL
$117.9 - $128.2 $17,685 - $19,230
-150 Reduced 5.56%
2,546 $326 Million
Q2 2024

Jul 26, 2024
SELL
$114.71 - $121.51 $227,584 - $241,075
-1,984 Reduced 42.39%
2,696 $329 Million
Q1 2024

Apr 15, 2024
BUY
$109.98 - $120.99 $514,706 - $566,233
4,680 New
4,680 $543 Million

Others Institutions Holding VYM

# of Institutions
2,097
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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