Cascadia Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19M | Buy |
48,100
+4,014
| +9% | +$1.58M | 3.85% | 1 |
|
|
2021
Q2 | $17.3M | Buy |
44,086
+16,247
| +58% | +$6.39M | 3.74% | 2 |
|
|
2021
Q1 | $10.1M | Buy |
+27,839
| New | +$10.1M | 2.25% | 5 |
|
|
2020
Q3 | $7.33M | Sell |
23,824
-7,317
| -23% | -$2.25M | 2.05% | 8 |
|
|
2020
Q2 | $8.83M | Buy |
+31,141
| New | +$8.83M | 2.7% | 8 |
|
|
2019
Q4 | $11.1M | Buy |
+37,433
| New | +$11.1M | 3.15% | 4 |
|