CIA
Cascade Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$29.5K | – | 233 |
|
|
2023
Q1 | $29.5K | Buy |
+200
| New | +$29.5K | 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 | +$23.6K | 0.02% | 162 |
|