CIA
Cascade Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$75.2K | – | 231 |
|
|
2023
Q1 | $75.2K | Buy |
+200
| New | +$75.2K | 0.06% | 127 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$69.4K | – | 225 |
|
|
2022
Q2 | $69.4K | Hold |
200
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $83K | Hold |
200
| – | – | 0.05% | 140 |
|
|
2021
Q4 | $87.3K | Hold |
200
| – | – | 0.05% | 140 |
|
|
2021
Q3 | $78.9K | Hold |
200
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $78.7K | Hold |
200
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $72.9K | Hold |
200
| – | – | 0.05% | 143 |
|
|
2020
Q4 | $68.7K | Buy |
+200
| New | +$68.7K | 0.05% | 142 |
|