CIA
Cascade Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
3,534
| – | – | 0.18% | 104 |
|
|
2025
Q1 | $277K | Sell |
3,534
-49
| -1% | -$3.84K | 0.19% | 103 |
|
|
2024
Q4 | $277K | Sell |
3,583
-200
| -5% | -$15.5K | 0.18% | 102 |
|
|
2024
Q3 | $298K | Buy |
3,783
+551
| +17% | +$43.4K | 0.19% | 100 |
|
|
2024
Q2 | $248K | Sell |
3,232
-150
| -4% | -$11.5K | 0.17% | 105 |
|
|
2024
Q1 | $259K | Sell |
3,382
-400
| -11% | -$30.7K | 0.17% | 106 |
|
|
2023
Q4 | $291K | Sell |
3,782
-199
| -5% | -$15.3K | 0.21% | 99 |
|
|
2023
Q3 | $299K | Sell |
3,981
-700
| -15% | -$52.6K | 0.24% | 99 |
|
|
2023
Q2 | $354K | Buy |
4,681
+1
| +0% | +$76 | 0.26% | 101 |
|
|
2023
Q1 | $358K | Sell |
4,680
-600
| -11% | -$45.9K | 0.28% | 94 |
|
|
2022
Q4 | $398K | Sell |
5,280
-900
| -15% | -$67.8K | 0.33% | 96 |
|
|
2022
Q3 | $461K | Sell |
6,180
-4,450
| -42% | -$332K | 0.4% | 92 |
|
|
2022
Q2 | $816K | Sell |
10,630
-175
| -2% | -$13.4K | 0.64% | 78 |
|
|
2022
Q1 | $842K | Buy |
10,805
+1,725
| +19% | +$134K | 0.51% | 93 |
|
|
2021
Q4 | $734K | Buy |
9,080
+1,980
| +28% | +$160K | 0.43% | 97 |
|
|
2021
Q3 | $582K | Buy |
+7,100
| New | +$582K | 0.38% | 97 |
|
|
2021
Q1 | – | Sell |
-4,500
| Closed | -$373K | – | 285 |
|
|
2020
Q4 | $373K | Sell |
4,500
-1,100
| -20% | -$91.2K | 0.27% | 97 |
|
|
2020
Q3 | $465K | Buy |
5,600
+300
| +6% | +$24.9K | 0.39% | 91 |
|
|
2020
Q2 | $441K | Buy |
5,300
+585
| +12% | +$48.6K | 0.42% | 86 |
|
|
2020
Q1 | $387K | Sell |
4,715
-685
| -13% | -$56.3K | 0.43% | 83 |
|
|
2019
Q4 | $435K | Sell |
5,400
-475
| -8% | -$38.3K | 0.33% | 92 |
|
|
2019
Q3 | $475K | Buy |
5,875
+675
| +13% | +$54.5K | 0.37% | 89 |
|
|
2019
Q2 | $419K | Buy |
+5,200
| New | +$419K | 0.36% | 83 |
|
|
2018
Q4 | – | Sell |
-3,300
| Closed | -$257K | – | 229 |
|
|
2018
Q3 | $257K | Buy |
+3,300
| New | +$257K | 0.22% | 93 |
|