CPWMP
Cardinal Point Wealth Management Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $914K | Sell |
11,012
-8
| -0.1% | -$664 | 0.28% | 32 |
|
|
2022
Q4 | $909K | Buy |
11,020
+358
| +3% | +$29.5K | 0.31% | 28 |
|
|
2022
Q3 | $826K | Hold |
10,662
| – | – | 0.39% | 22 |
|
|
2022
Q2 | $971K | Buy |
10,662
+549
| +5% | +$50K | 0.47% | 21 |
|
|
2022
Q1 | $1.1M | Sell |
10,113
-30
| -0.3% | -$3.25K | 0.49% | 17 |
|
|
2021
Q4 | $1.18M | Buy |
+10,143
| New | +$1.18M | 0.51% | 18 |
|