Cascades Capital Asset Management’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
2025 Q2	$4.16M	Sell	14,868 -1,067	-7%	-$299K	2.14%	11
2025 Q1	$4.12M	Sell	15,935 -398	-2%	-$103K	2.22%	11
2024 Q4	$4.31M	Buy	16,333 +1,908	+13%	+$504K	2.3%	10
2024 Q3	$3.81M	Buy	+14,425	New	+$3.81M	2.1%	12