Cascade Wealth Advisors, Inc VHT Holdings History
Cascade Wealth Advisors, Inc's Vanguard Health Care ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 2,207.00 shares of Vanguard Health Care ETF(VHT), totaling $551,510.00. This investment constitutes 0.38% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2024Q1. And since then Cascade Wealth Advisors, Inc has made 3 purchases of VHT, at an average price of $264.45, for a total of 15,183.00 shares. In addition, there have been 1 sales at an average price of $266.40 for 12,976.00 shares. Based on historical transaction data and VHT's current price of $243.33, Cascade Wealth Advisors, Inc's estimated gain on his VHT holdings is $-21,279.46, reflecting a -0.53% gain to date.
Cascade Wealth Advisors, Inc VHT ($243.33) Holding Chart
Cascade Wealth Advisors, Inc VHT ($243.33) 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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