Cascade Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Cascade Investment Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,024	Closed	-$53.9K	–	230
2023 Q1	$53.9K	Buy	+1,024	New	+$54.5K	0.04%	139
2022 Q3	–	Sell	-1,020	Closed	-$50.4K	–	224
2022 Q2	$50.4K	Hold	1,020	–	–	0.04%	148
2022 Q1	$60.8K	Sell	1,020 -140	-12%	-$8.21K	0.04%	155
2021 Q4	$74.1K	Hold	1,160	–	–	0.04%	149
2021 Q3	$68.8K	Hold	1,160	–	–	0.04%	144
2021 Q2	$69K	Hold	1,160	–	–	0.04%	143
2021 Q1	$64.3K	Hold	1,160	–	–	0.04%	147
2020 Q4	$60.1K	Hold	1,160	–	–	0.04%	148
2020 Q3	$51.2K	Hold	1,160	–	–	0.04%	150
2020 Q2	$47.6K	Hold	1,160	–	–	0.05%	144
2020 Q1	$38.3K	Hold	1,160	–	–	0.04%	147
2019 Q4	$51.8K	Sell	1,160 -4	-0.3%	-$172	0.04%	150
2019 Q3	$48.7K	Buy	1,164 +4	+0.3%	+$167	0.04%	149
2019 Q2	$48.6K	Hold	1,160	–	–	0.04%	140
2019 Q1	$46.7K	Hold	1,160	–	–	0.04%	136
2018 Q4	$40.2K	Hold	1,160	–	–	0.04%	134
2018 Q3	$47.7K	Buy	+1,160	New	+$47.3K	0.04%	130

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cascade Investment Advisors's VO Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 1,024 shares — an estimated $53.9K sold.

Cascade Investment Advisors first reported a position in VO in Q3 2018 and held it in 17 quarters. The position peaked at $74.1K in Q4 2021. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 1,024 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $53.9K.
Cascade Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2018 and held it in 17 quarters.
Cascade Investment Advisors's Vanguard Mid-Cap ETF position peaked at $74.1K in Q4 2021.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.