CPWMP
Cardinal Point Wealth Management Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.22M | Hold |
3,232
| – | – | 0.37% | 24 |
|
|
2022
Q4 | $1.14M | Buy |
3,232
+190
| +6% | +$66.8K | 0.39% | 21 |
|
|
2022
Q3 | $1.01M | Buy |
3,042
+525
| +21% | +$175K | 0.48% | 18 |
|
|
2022
Q2 | $877K | Hold |
2,517
| – | – | 0.42% | 22 |
|
|
2022
Q1 | $1.05M | Buy |
2,517
+95
| +4% | +$39.4K | 0.47% | 19 |
|
|
2021
Q4 | $1.06M | Buy |
+2,422
| New | +$1.06M | 0.46% | 19 |
|