CFP
Cascade Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Buy |
25,049
+729
| +3% | +$204K | 0.84% | 24 |
|
|
2025
Q1 | $6.29M | Buy |
24,320
+472
| +2% | +$122K | 0.79% | 24 |
|
|
2024
Q4 | $6.3M | Sell |
23,848
-228
| -0.9% | -$60.2K | 0.82% | 24 |
|
|
2024
Q3 | $6.42M | Sell |
24,076
-348
| -1% | -$92.8K | 0.81% | 25 |
|
|
2024
Q2 | $5.91M | Sell |
24,424
-518
| -2% | -$125K | 0.78% | 25 |
|
|
2024
Q1 | $5.98M | Buy |
+24,942
| New | +$5.98M | 0.86% | 24 |
|