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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

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EHC
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BCMIO
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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Osaic Holdings
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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. 614 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.
  • 614 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.