CIA
Cascade Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-148
| Closed | -$28.1K | – | 221 |
|
|
2023
Q1 | $28.1K | Buy |
+148
| New | +$28.1K | 0.02% | 171 |
|
|
2022
Q3 | – | Sell |
-148
| Closed | -$26.1K | – | 214 |
|
|
2022
Q2 | $26.1K | Hold |
148
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $31.5K | Buy |
148
+5
| +3% | +$1.06K | 0.02% | 191 |
|
|
2021
Q4 | $32.3K | Hold |
143
| – | – | 0.02% | 188 |
|
|
2021
Q3 | $31.3K | Hold |
143
| – | – | 0.02% | 184 |
|
|
2021
Q2 | $32.2K | Hold |
143
| – | – | 0.02% | 185 |
|
|
2021
Q1 | $30.6K | Buy |
143
+103
| +258% | +$22.1K | 0.02% | 182 |
|
|
2020
Q4 | $7.79K | Hold |
40
| – | – | 0.01% | 236 |
|
|
2020
Q3 | $6.15K | Hold |
40
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $5.83K | Buy |
40
+5
| +14% | +$729 | 0.01% | 235 |
|
|
2020
Q1 | $4.04K | Hold |
35
| – | – | ﹤0.01% | 232 |
|
|
2019
Q4 | $5.8K | Hold |
35
| – | – | ﹤0.01% | 241 |
|
|
2019
Q3 | $5.39K | Hold |
35
| – | – | ﹤0.01% | 248 |
|
|
2019
Q2 | $5.48K | Buy |
+35
| New | +$5.48K | ﹤0.01% | 231 |
|