Cascade Wealth Advisors, Inc's ownership history for VYM

Cascade Wealth Advisors, Inc currently holds 3.0K shares with a market value of $427.6K. It started holding VYM on 2024-09-30. At its peak, it held 3.0K shares on 2025-09-30. Its highest holding value was $427.6K on 2025-09-30. At its lowest, it held 2.2K shares on 2025-03-31, with a value of $264.0K on 2025-03-31. In the recent 180 days, Cascade Wealth Advisors, Inc has increased its shares by 867. In the recent year, Cascade Wealth Advisors, Inc has increased its shares by 486.