Cascade Financial Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Cascade Financial Partners’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.2M	Sell
2025 Q1	$5.62M	Sell
2024 Q4	$6.46M	Sell
2024 Q3	$6.5M	Sell
2024 Q2	$6.42M	Sell
2024 Q1	$6.16M	Buy