Cascade Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
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 2,546 shares of VYM stock, worth $335,766. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,546
Previous 2,696
5.56%
Holding current value
$335,766
Previous $329 Million
0.81%
% of portfolio
0.23%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,831Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.49 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$712 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$663 Million0.21% of portfolio