Cardinal Point Wealth Management Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$914K Sell
2022
Q4
$909K Buy
2022
Q3
$826K Hold
2022
Q2
$971K Buy
2022
Q1
$1.1M Sell
2021
Q4
$1.18M Buy