Cascade Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-200	Closed	-$29.5K	–	233
2023 Q1	$29.5K	Buy	+200	New	+$29.6K	0.02%	168
2022 Q3	–	Sell	-200	Closed	-$30.5K	–	227
2022 Q2	$30.5K	Hold	200	–	–	0.02%	174
2022 Q1	$32.4K	Hold	200	–	–	0.02%	188
2021 Q4	$31.3K	Hold	200	–	–	0.02%	191
2021 Q3	$27.8K	Hold	200	–	–	0.02%	190
2021 Q2	$27.8K	Hold	200	–	–	0.02%	191
2021 Q1	$28.1K	Hold	200	–	–	0.02%	188
2020 Q4	$27.4K	Hold	200	–	–	0.02%	186
2020 Q3	$25.8K	Hold	200	–	–	0.02%	179
2020 Q2	$24.7K	Hold	200	–	–	0.02%	175
2020 Q1	$24.4K	Hold	200	–	–	0.03%	167
2019 Q4	$28.6K	Hold	200	–	–	0.02%	176
2019 Q3	$28.7K	Hold	200	–	–	0.02%	177
2019 Q2	$26.6K	Hold	200	–	–	0.02%	171
2019 Q1	$25.9K	Hold	200	–	–	0.02%	161
2018 Q4	$23.6K	Buy	+200	New	+$24.2K	0.02%	162

Other funds holding VPU

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

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

Cascade Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 200 shares — an estimated $29.5K sold.

Cascade Investment Advisors first reported a position in VPU in Q4 2018 and held it in 16 quarters. The position peaked at $32.4K in Q1 2022. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 200 Vanguard Utilities ETF shares in Q2 2023, an estimated $29.5K.
Cascade Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 16 quarters.
Cascade Investment Advisors's Vanguard Utilities ETF position peaked at $32.4K in Q1 2022.
489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

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