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

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