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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$12.2M Buy
2022
Q4
$12M Buy
2022
Q3
$5.17M Sell
2022
Q2
$5.64M Sell
2022
Q1
$5.95M Sell
2021
Q4
$6.85M Buy