Cascade Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Cascade Investment Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,560	Closed	-$75.2K	–	226
2023 Q1	$75.2K	Buy	+1,560	New	+$69K	0.06%	128
2022 Q3	–	Sell	-1,560	Closed	-$63.7K	–	220
2022 Q2	$63.7K	Hold	1,560	–	–	0.05%	135
2022 Q1	$81.2K	Sell	1,560 -200	-11%	-$10.3K	0.05%	142
2021 Q4	$101K	Hold	1,760	–	–	0.06%	137
2021 Q3	$88.3K	Hold	1,760	–	–	0.06%	136
2021 Q2	$87.7K	Hold	1,760	–	–	0.06%	134
2021 Q1	$78.9K	Hold	1,760	–	–	0.05%	136
2020 Q4	$77.8K	Hold	1,760	–	–	0.06%	136
2020 Q3	$68.5K	Hold	1,760	–	–	0.06%	138
2020 Q2	$61.3K	Hold	1,760	–	–	0.06%	134
2020 Q1	$46.6K	Hold	1,760	–	–	0.05%	138
2019 Q4	$53.9K	Hold	1,760	–	–	0.04%	148
2019 Q3	$47.4K	Hold	1,760	–	–	0.04%	150
2019 Q2	$46.4K	Hold	1,760	–	–	0.04%	144
2019 Q1	$44.1K	Hold	1,760	–	–	0.04%	137
2018 Q4	$36.7K	Buy	+1,760	New	+$39.9K	0.04%	138

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cascade Investment Advisors's VGT Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2023, closing a stake of 1,560 shares — an estimated $75.2K sold.

Cascade Investment Advisors first reported a position in VGT in Q4 2018 and held it in 16 quarters. The position peaked at $101K in Q4 2021. 1,268 funds tracked by Wall St. Rank hold VGT as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 1,560 Vanguard Information Technology ETF shares in Q2 2023, an estimated $75.2K.
Cascade Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and held it in 16 quarters.
Cascade Investment Advisors's Vanguard Information Technology ETF position peaked at $101K in Q4 2021.
1,268 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.