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

Cascade Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-398
Closed -$210K – 50
2024
Q3 		$210K Buy
+398
New +$210K 0.15% 48
2024
Q2 		– Sell
-738
Closed -$347K – 52
2024
Q1 		$347K Buy
+738
New +$347K 0.29% 40