Cascade Investment Advisors, Inc. VTI Holdings History
Cascade Investment Advisors, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Cascade Investment Advisors, Inc. held 9,682.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.66 Mil. This investment constitutes 1.8% of their stock portfolio, and Cascade Investment Advisors, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then Cascade Investment Advisors, Inc. has made 23 purchases of VTI, at an average price of $192.52, for a total of 10,188.00 shares. In addition, there have been 3 sales at an average price of $244.18 for 506.00 shares. Based on historical transaction data and VTI's current price of $309.09, Cascade Investment Advisors, Inc.'s estimated gain on his VTI holdings is $1.15 Mil, reflecting a 58.88% gain to date.
Cascade Investment Advisors, Inc. VTI ($309.09) Holding Chart
Cascade Investment Advisors, Inc. VTI ($309.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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