CPWMP
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Cardinal Point Wealth Management Partners’s Vanguard Health Care ETF VHT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-813
Closed -$202K 83
2022
Q4
$202K Buy
+813
New +$202K 0.07% 67
2022
Q2
Sell
-813
Closed -$207K 58
2022
Q1
$207K Hold
813
0.09% 50
2021
Q4
$217K Buy
+813
New +$217K 0.09% 45