Cascade Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-499	Closed	-$41.4K	–	229
2023 Q1	$41.4K	Buy	+499	New	+$42.9K	0.03%	149
2022 Q3	–	Sell	-499	Closed	-$45.5K	–	223
2022 Q2	$45.5K	Sell	499 -200	-29%	-$19.9K	0.04%	152
2022 Q1	$75.8K	Hold	699	–	–	0.05%	146
2021 Q4	$81.1K	Hold	699	–	–	0.05%	146
2021 Q3	$71.1K	Hold	699	–	–	0.05%	143
2021 Q2	$71.2K	Sell	699 -100	-13%	-$9.92K	0.04%	142
2021 Q1	$73.4K	Sell	799 -50	-6%	-$4.39K	0.05%	142
2020 Q4	$72.1K	Hold	849	–	–	0.05%	140
2020 Q3	$67K	Buy	849 +50	+6%	+$4.01K	0.06%	140
2020 Q2	$62.7K	Hold	799	–	–	0.06%	133
2020 Q1	$55.8K	Hold	799	–	–	0.06%	132
2019 Q4	$74.1K	Hold	799	–	–	0.06%	134
2019 Q3	$74.5K	Hold	799	–	–	0.06%	128
2019 Q2	$69.8K	Hold	799	–	–	0.06%	127
2019 Q1	$69.4K	Hold	799	–	–	0.06%	124
2018 Q4	$59.6K	Hold	799	–	–	0.06%	125
2018 Q3	$64.5K	Buy	+799	New	+$65.8K	0.05%	121
2017 Q1	–	Sell	-1,050	Closed	-$86.7K	–	213
2016 Q4	$86.7K	Buy	+1,050	New	+$85.5K	0.07%	101

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cascade Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 499 shares — an estimated $41.4K sold.

Cascade Investment Advisors first reported a position in VNQ in Q4 2016 and held it in 18 quarters. The position peaked at $86.7K in Q4 2016. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 499 Vanguard Real Estate ETF shares in Q2 2023, an estimated $41.4K.
Cascade Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 18 quarters.
Cascade Investment Advisors's Vanguard Real Estate ETF position peaked at $86.7K in Q4 2016.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

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