Cascadia Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,361	Closed	-$2M	–	220
2020 Q2	$2M	Buy	+10,361	New	+$1.94M	0.61%	53

Other funds holding VHT

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

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

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

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

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

BCMIO

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Cascadia Advisory Services sold out of Vanguard Health Care ETF (VHT) in Q3 2020, closing a stake of 10,361 shares — an estimated $2M sold.

Cascadia Advisory Services first reported a position in VHT in Q2 2020 and held it in 1 quarter. The position peaked at $2M in Q2 2020. 615 funds tracked by Wall St. Rank hold VHT as of Q3 2020.

Cascadia Advisory Services reported no remaining Vanguard Health Care ETF position as of Q3 2020 after selling out during the quarter.
Cascadia Advisory Services sold 10,361 Vanguard Health Care ETF shares in Q3 2020, an estimated $2M.
Cascadia Advisory Services first reported a position in Vanguard Health Care ETF in Q2 2020 and held it in 1 quarter.
Cascadia Advisory Services's Vanguard Health Care ETF position peaked at $2M in Q2 2020.
615 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2020.

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