Cascade Wealth Advisors, Inc VCIT Holdings History
Cascade Wealth Advisors, Inc's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 114,167.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $9.18 Mil. This investment constitutes 6.35% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2024Q1. And since then Cascade Wealth Advisors, Inc has made 4 purchases of VCIT, at an average price of $80.53, for a total of 114,167.00 shares. Based on historical transaction data and VCIT's current price of $81.97, Cascade Wealth Advisors, Inc's estimated gain on his VCIT holdings is $164,023.91, reflecting a 1.78% gain to date.
Cascade Wealth Advisors, Inc VCIT ($81.97) Holding Chart
Cascade Wealth Advisors, Inc VCIT ($81.97) 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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