Cardinal Point Wealth Management Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.22M Hold
2022
Q4
$1.14M Buy
2022
Q3
$1.01M Buy
2022
Q2
$877K Hold
2022
Q1
$1.04M Buy
2021
Q4
$1.06M Buy