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

Cardinal Point Wealth Management Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$914K	Sell	11,012 -8	-0.1%	-$687	0.28%	32
2022 Q4	$909K	Buy	11,020 +358	+3%	+$29.7K	0.31%	28
2022 Q3	$826K	Hold	10,662	–	–	0.39%	22
2022 Q2	$971K	Buy	10,662 +549	+5%	+$54.7K	0.47%	21
2022 Q1	$1.1M	Sell	10,113 -30	-0.3%	-$3.17K	0.49%	17
2021 Q4	$1.18M	Buy	+10,143	New	+$1.11M	0.51%	18

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cardinal Point Wealth Management Partners's VNQ Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 0.07% in Q1 2023, selling an estimated $687 and leaving 11,012 shares worth $914K. The position accounts for 0.28% of the portfolio, ranked #32.

Cardinal Point Wealth Management Partners first reported a position in VNQ in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Cardinal Point Wealth Management Partners held 11,012 shares of Vanguard Real Estate ETF worth $914K as of Q1 2023.
Cardinal Point Wealth Management Partners sold 8 Vanguard Real Estate ETF shares in Q1 2023, an estimated $687.
Vanguard Real Estate ETF made up 0.28% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #32 holding.
Cardinal Point Wealth Management Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's Vanguard Real Estate ETF position peaked at $1.18M in Q4 2021.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.