Cascadia Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$649K Buy
10,964
+1,044
+11% +$63.1K 0.13% 158
2021
Q2
$589K Buy
9,920
+2,784
+39% +$161K 0.13% 164
2021
Q1
$395K Buy
+7,136
New +$387K 0.09% 180

Other funds holding VO

Cascadia Advisory Services's VO Position: Q3 2021 in Review

Cascadia Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q3 2021, buying an estimated $63.1K and bringing the position to 10,964 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #158.

Cascadia Advisory Services first reported a position in VO in Q1 2021 and has held it in 3 quarters since. 1,355 funds tracked by Wall St. Rank hold VO as of Q3 2021.

  • Cascadia Advisory Services held 10,964 shares of Vanguard Morningstar Mid-Cap ETF worth $649K as of Q3 2021.
  • Cascadia Advisory Services bought 1,044 Vanguard Morningstar Mid-Cap ETF shares in Q3 2021, an estimated $63.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.13% of Cascadia Advisory Services's portfolio in Q3 2021, its #158 holding.
  • Cascadia Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 3 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.