CIA
Cascade Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-499
| Closed | -$41.4K | – | 229 |
|
|
2023
Q1 | $41.4K | Buy |
+499
| New | +$41.4K | 0.03% | 149 |
|
|
2022
Q3 | – | Sell |
-499
| Closed | -$45.5K | – | 223 |
|
|
2022
Q2 | $45.5K | Sell |
499
-200
| -29% | -$18.2K | 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% | -$10.2K | 0.04% | 142 |
|
|
2021
Q1 | $73.4K | Sell |
799
-50
| -6% | -$4.59K | 0.05% | 142 |
|
|
2020
Q4 | $72.1K | Hold |
849
| – | – | 0.05% | 140 |
|
|
2020
Q3 | $67K | Buy |
849
+50
| +6% | +$3.95K | 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 | +$64.5K | 0.05% | 121 |
|
|
2017
Q1 | – | Sell |
-1,050
| Closed | -$86.7K | – | 213 |
|
|
2016
Q4 | $86.7K | Buy |
+1,050
| New | +$86.7K | 0.07% | 101 |
|