Number of Shares
14,195.00
Current Holdings Value*
$5.26 Mil
% of Portfolio
2.91%
Total Estimate Gain
$1.04 Mil
% of Total Estimate Gain
19.46%

Cascades Capital Asset Management, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Cascades Capital Asset Management, LLC held 14,195.00 shares of Vanguard Growth ETF(VUG), totaling $5.26 Mil. This investment constitutes 2.91% of their stock portfolio, and Cascades Capital Asset Management, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2024Q3. And since then Cascades Capital Asset Management, LLC has made 1 purchases of VUG, at an average price of $374.07, for a total of 14,336.00 shares. In addition, there have been 1 sales at an average price of $404.54 for 141.00 shares. Based on historical transaction data and VUG's current price of $447.28, Cascades Capital Asset Management, LLC's estimated gain on his VUG holdings is $1.04 Mil, reflecting a 19.46% gain to date.

Cascades Capital Asset Management, LLC VUG ($447.28) Holding Chart

Cascades Capital Asset Management, LLC VUG ($447.28) 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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