Cascade Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-15	Closed	-$1.61K	–	270
2021 Q4	$1.61K	Hold	15	–	–	﹤0.01%	254
2021 Q3	$1.53K	Hold	15	–	–	﹤0.01%	251
2021 Q2	$1.55K	Hold	15	–	–	﹤0.01%	251
2021 Q1	$1.46K	Hold	15	–	–	﹤0.01%	263
2020 Q4	$1.39K	Hold	15	–	–	﹤0.01%	252
2020 Q3	$1.21K	Hold	15	–	–	﹤0.01%	252
2020 Q2	$1.12K	Hold	15	–	–	﹤0.01%	246
2020 Q1	$942	Hold	15	–	–	﹤0.01%	241
2019 Q4	$1.21K	Hold	15	–	–	﹤0.01%	250
2019 Q3	$1.12K	Hold	15	–	–	﹤0.01%	270
2019 Q2	$1.13K	Hold	15	–	–	﹤0.01%	239
2019 Q1	$1.1K	Hold	15	–	–	﹤0.01%	226
2018 Q4	$981	Buy	+15	New	+$1.05K	﹤0.01%	226

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Cascade Investment Advisors's VT Position: Q1 2022 in Review

Cascade Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 15 shares — an estimated $1.61K sold.

Cascade Investment Advisors first reported a position in VT in Q4 2018 and held it in 13 quarters. The position peaked at $1.61K in Q4 2021. 726 funds tracked by Wall St. Rank hold VT as of Q1 2022.

Cascade Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
Cascade Investment Advisors sold 15 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $1.61K.
Cascade Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2018 and held it in 13 quarters.
Cascade Investment Advisors's Vanguard Total World Stock ETF position peaked at $1.61K in Q4 2021.
726 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Cascade Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.