CIA
Cascade Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-52
| Closed | -$11.3K | – | 222 |
|
|
2023
Q1 | $11.3K | Buy |
+52
| New | +$11.3K | 0.01% | 211 |
|
|
2022
Q3 | – | Sell |
-52
| Closed | -$10.2K | – | 215 |
|
|
2022
Q2 | $10.2K | Hold |
52
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $12.9K | Hold |
52
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $14.7K | Buy |
52
+14
| +37% | +$3.95K | 0.01% | 228 |
|
|
2021
Q3 | $10.6K | Sell |
38
-119
| -76% | -$33.3K | 0.01% | 229 |
|
|
2021
Q2 | $45.5K | Buy |
157
+47
| +43% | +$13.6K | 0.03% | 164 |
|
|
2021
Q1 | $30.2K | Buy |
110
+33
| +43% | +$9.06K | 0.02% | 183 |
|
|
2020
Q4 | $20.6K | Buy |
77
+27
| +54% | +$7.23K | 0.02% | 199 |
|
|
2020
Q3 | $10.7K | Buy |
50
+40
| +400% | +$8.6K | 0.01% | 219 |
|
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 242 |
|
|
2017
Q1 | – | Sell |
-89
| Closed | -$11.8K | – | 211 |
|
|
2016
Q4 | $11.8K | Buy |
+89
| New | +$11.8K | 0.01% | 149 |
|