CPWMP
Cardinal Point Wealth Management Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $286K | Sell |
5,810
-2,040
| -26% | -$100K | 0.09% | 65 |
|
|
2022
Q4 | $385K | Buy |
7,850
+1,075
| +16% | +$52.7K | 0.13% | 49 |
|
|
2022
Q3 | $331K | Hold |
6,775
| – | – | 0.16% | 37 |
|
|
2022
Q2 | $333K | Hold |
6,775
| – | – | 0.16% | 39 |
|
|
2022
Q1 | $335K | Sell |
6,775
-150
| -2% | -$7.42K | 0.15% | 37 |
|
|
2021
Q4 | $346K | Buy |
+6,925
| New | +$346K | 0.15% | 37 |
|