Cascade Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-200	Closed	-$75.2K	–	231
2023 Q1	$75.2K	Buy	+200	New	+$73.3K	0.06%	127
2022 Q3	–	Sell	-200	Closed	-$69.4K	–	225
2022 Q2	$69.4K	Hold	200	–	–	0.05%	133
2022 Q1	$83K	Hold	200	–	–	0.05%	140
2021 Q4	$87.3K	Hold	200	–	–	0.05%	140
2021 Q3	$78.9K	Hold	200	–	–	0.05%	140
2021 Q2	$78.7K	Hold	200	–	–	0.05%	137
2021 Q1	$72.9K	Hold	200	–	–	0.05%	143
2020 Q4	$68.7K	Buy	+200	New	+$65.2K	0.05%	142

Other funds holding VOO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Cascade Investment Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 200 shares — an estimated $75.2K sold.

Cascade Investment Advisors first reported a position in VOO in Q4 2020 and held it in 8 quarters. The position peaked at $87.3K in Q4 2021. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 200 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $75.2K.
Cascade Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 8 quarters.
Cascade Investment Advisors's Vanguard S&P 500 ETF position peaked at $87.3K in Q4 2021.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

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