CPWMP
Cardinal Point Wealth Management Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $12.2M | Buy |
159,895
+210
| +0.1% | +$16.1K | 3.72% | 8 |
|
|
2022
Q4 | $12M | Buy |
159,685
+90,381
| +130% | +$6.8M | 4.15% | 7 |
|
|
2022
Q3 | $5.17M | Sell |
69,304
-4,174
| -6% | -$312K | 2.47% | 9 |
|
|
2022
Q2 | $5.64M | Sell |
73,478
-2,915
| -4% | -$224K | 2.71% | 9 |
|
|
2022
Q1 | $5.95M | Sell |
76,393
-8,313
| -10% | -$648K | 2.65% | 8 |
|
|
2021
Q4 | $6.85M | Buy |
+84,706
| New | +$6.85M | 2.97% | 9 |
|