Cascade Financial Partners, LLC VTI Holdings History
Cascade Financial Partners, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 54,933.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $15.10 Mil. This investment constitutes 1.9% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 1 purchases of VTI, at an average price of $247.66, for a total of 72,975.00 shares. In addition, there have been 3 sales at an average price of $275.28 for 18,042.00 shares. Based on historical transaction data and VTI's current price of $312.41, Cascade Financial Partners, LLC's estimated gain on his VTI holdings is $4.05 Mil, reflecting a 22.44% gain to date.
Cascade Financial Partners, LLC VTI ($312.41) Holding Chart
Cascade Financial Partners, LLC VTI ($312.41) 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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