Cascade Financial Partners, LLC's ownership history for VNQ

Cascade Financial Partners, LLC currently holds 34.9K shares with a market value of $3.1M. It started holding VNQ on 2024-09-30. At its peak, it held 49.3K shares on 2024-09-30. Its highest holding value was $4.7M on 2024-09-30. At its lowest, it held 34.4K shares on 2025-12-31, with a value of $3.0M on 2025-12-31. In the recent 180 days, Cascade Financial Partners, LLC has decreased its shares by 811. In the recent year, Cascade Financial Partners, LLC has decreased its shares by 5.1K.