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Cardinal Point Wealth Management Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio ESGV Stock Details ESGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,725
Closed -$221K – 52
2022
Q1 		$221K Hold
2,725
– – 0.1% 45
2021
Q4 		$240K Buy
+2,725
New +$240K 0.1% 42