Cardinal Point Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,837
Closed -$288K 70
2023
Q3
$288K Sell
3,837
-159,741
-98% -$12M 0.08% 56
2023
Q2
$12.4M Buy
163,578
+3,683
+2% +$278K 3.72% 7
2023
Q1
$12.2M Buy
159,895
+210
+0.1% +$16.1K 3.72% 8
2022
Q4
$12M Buy
+159,685
New +$12M 4.15% 7