Cascadia Advisory Services, LLC VOO Holdings History
Cascadia Advisory Services, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2021-09-30, Cascadia Advisory Services, LLC held 48,100.00 shares of Vanguard S&P 500 ETF(VOO), totaling $18.97 Mil. This investment constitutes 3.91% of their stock portfolio, and Cascadia Advisory Services, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Cascadia Advisory Services, LLC has made 3 purchases of VOO, at an average price of $321.85, for a total of 61,709.00 shares. In addition, there have been 2 sales at an average price of $287.88 for 13,609.00 shares. Based on historical transaction data and VOO's current price of $576.92, Cascadia Advisory Services, LLC's estimated gain on his VOO holdings is $11.81 Mil, reflecting a 59.45% gain to date.
Cascadia Advisory Services, LLC VOO ($576.92) Holding Chart
Cascadia Advisory Services, LLC VOO ($576.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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