Cascade Financial Partners, LLC VEA Holdings History
Cascade Financial Partners, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 633,763.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $32.21 Mil. This investment constitutes 4.06% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.02% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 2 purchases of VEA, at an average price of $48.31, for a total of 644,543.00 shares. In addition, there have been 2 sales at an average price of $50.23 for 10,780.00 shares. Based on historical transaction data and VEA's current price of $58.50, Cascade Financial Partners, LLC's estimated gain on his VEA holdings is $6.48 Mil, reflecting a 20.81% gain to date.
Cascade Financial Partners, LLC VEA ($58.50) Holding Chart
Cascade Financial Partners, LLC VEA ($58.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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