Cascade Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-256
| Closed | -$53.9K | – | 230 |
|
|
2023
Q1 | $53.9K | Buy |
+256
| New | +$53.9K | 0.04% | 139 |
|
|
2022
Q3 | – | Sell |
-255
| Closed | -$50.4K | – | 224 |
|
|
2022
Q2 | $50.4K | Hold |
255
| – | – | 0.04% | 148 |
|
|
2022
Q1 | $60.8K | Sell |
255
-35
| -12% | -$8.35K | 0.04% | 155 |
|
|
2021
Q4 | $74.1K | Hold |
290
| – | – | 0.04% | 149 |
|
|
2021
Q3 | $68.8K | Hold |
290
| – | – | 0.04% | 144 |
|
|
2021
Q2 | $69K | Hold |
290
| – | – | 0.04% | 143 |
|
|
2021
Q1 | $64.3K | Hold |
290
| – | – | 0.04% | 147 |
|
|
2020
Q4 | $60.1K | Hold |
290
| – | – | 0.04% | 148 |
|
|
2020
Q3 | $51.2K | Hold |
290
| – | – | 0.04% | 150 |
|
|
2020
Q2 | $47.6K | Hold |
290
| – | – | 0.05% | 144 |
|
|
2020
Q1 | $38.3K | Hold |
290
| – | – | 0.04% | 147 |
|
|
2019
Q4 | $51.8K | Sell |
290
-1
| -0.3% | -$179 | 0.04% | 150 |
|
|
2019
Q3 | $48.7K | Buy |
291
+1
| +0.3% | +$167 | 0.04% | 149 |
|
|
2019
Q2 | $48.6K | Hold |
290
| – | – | 0.04% | 140 |
|
|
2019
Q1 | $46.7K | Hold |
290
| – | – | 0.04% | 136 |
|
|
2018
Q4 | $40.2K | Hold |
290
| – | – | 0.04% | 134 |
|
|
2018
Q3 | $47.7K | Buy |
+290
| New | +$47.7K | 0.04% | 130 |
|