Cascadia Advisory Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Cascadia Advisory Services’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$932K	Buy	+3,972	New	+$901K	0.26%	114

Other funds holding VCR

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cascadia Advisory Services's VCR Position: Q3 2020 in Review

Cascadia Advisory Services opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q3 2020: 3,972 shares worth $932K. The stake represents 0.26% of the portfolio and ranks #114 among its holdings.

320 funds tracked by Wall St. Rank hold VCR as of Q3 2020.

Cascadia Advisory Services held 3,972 shares of Vanguard Consumer Discretionary ETF worth $932K as of Q3 2020.
Vanguard Consumer Discretionary ETF was a new Cascadia Advisory Services position in Q3 2020.
Vanguard Consumer Discretionary ETF made up 0.26% of Cascadia Advisory Services's portfolio in Q3 2020, its #114 holding.
320 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.