CIA
Cascade Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
10,739
+1,057
| +11% | +$321K | 2.1% | 6 |
|
|
2025
Q1 | $2.66M | Buy |
9,682
+724
| +8% | +$199K | 1.8% | 7 |
|
|
2024
Q4 | $2.6M | Buy |
8,958
+538
| +6% | +$156K | 1.67% | 9 |
|
|
2024
Q3 | $2.38M | Sell |
8,420
-193
| -2% | -$54.7K | 1.52% | 12 |
|
|
2024
Q2 | $2.3M | Buy |
8,613
+211
| +3% | +$56.4K | 1.55% | 11 |
|
|
2024
Q1 | $2.18M | Buy |
8,402
+152
| +2% | +$39.5K | 1.42% | 14 |
|
|
2023
Q4 | $1.96M | Buy |
8,250
+1,173
| +17% | +$278K | 1.39% | 14 |
|
|
2023
Q3 | $1.5M | Buy |
7,077
+282
| +4% | +$59.9K | 1.19% | 30 |
|
|
2023
Q2 | $1.5M | Buy |
6,795
+419
| +7% | +$92.3K | 1.12% | 30 |
|
|
2023
Q1 | $1.3M | Buy |
6,376
+289
| +5% | +$59K | 1.03% | 41 |
|
|
2022
Q4 | $1.16M | Buy |
6,087
+8
| +0.1% | +$1.53K | 0.97% | 52 |
|
|
2022
Q3 | $1.18M | Sell |
6,079
-9
| -0.1% | -$1.75K | 1.01% | 48 |
|
|
2022
Q2 | $1.15M | Buy |
6,088
+41
| +0.7% | +$7.73K | 0.9% | 54 |
|
|
2022
Q1 | $1.38M | Buy |
6,047
+85
| +1% | +$19.4K | 0.84% | 55 |
|
|
2021
Q4 | $1.44M | Buy |
5,962
+542
| +10% | +$131K | 0.84% | 58 |
|
|
2021
Q3 | $1.2M | Sell |
5,420
-304
| -5% | -$67.5K | 0.78% | 68 |
|
|
2021
Q2 | $1.28M | Buy |
5,724
+214
| +4% | +$47.7K | 0.8% | 65 |
|
|
2021
Q1 | $1.14M | Buy |
5,510
+130
| +2% | +$26.9K | 0.74% | 75 |
|
|
2020
Q4 | $1.05M | Buy |
5,380
+404
| +8% | +$78.6K | 0.77% | 66 |
|
|
2020
Q3 | $847K | Buy |
4,976
+325
| +7% | +$55.4K | 0.72% | 60 |
|
|
2020
Q2 | $728K | Buy |
4,651
+624
| +15% | +$97.7K | 0.69% | 67 |
|
|
2020
Q1 | $519K | Buy |
4,027
+478
| +13% | +$61.6K | 0.57% | 69 |
|
|
2019
Q4 | $581K | Buy |
3,549
+209
| +6% | +$34.2K | 0.44% | 87 |
|
|
2019
Q3 | $504K | Buy |
3,340
+1,270
| +61% | +$192K | 0.39% | 88 |
|
|
2019
Q2 | $311K | Buy |
2,070
+85
| +4% | +$12.8K | 0.26% | 89 |
|
|
2019
Q1 | $287K | Buy |
1,985
+795
| +67% | +$115K | 0.26% | 88 |
|
|
2018
Q4 | $152K | Buy |
+1,190
| New | +$152K | 0.15% | 102 |
|
|
2017
Q1 | – | Sell |
-250
| Closed | -$28.8K | – | 216 |
|
|
2016
Q4 | $28.8K | Buy |
+250
| New | +$28.8K | 0.02% | 126 |
|