Cascade Financial Partners, LLC VFH Holdings History
Cascade Financial Partners, LLC's Vanguard Financials ETF Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 31,859.00 shares of Vanguard Financials ETF(VFH), totaling $3.81 Mil. This investment constitutes 0.48% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.03% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 1 purchases of VFH, at an average price of $116.38, for a total of 31,882.00 shares. In addition, there have been 1 sales at an average price of $105.98 for 23.00 shares. Based on historical transaction data and VFH's current price of $129.61, Cascade Financial Partners, LLC's estimated gain on his VFH holdings is $421,238.12, reflecting a 11.35% gain to date.
Cascade Financial Partners, LLC VFH ($129.61) Holding Chart
Cascade Financial Partners, LLC VFH ($129.61) 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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