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

Cardinal Point Wealth Management’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
2021
Q3 		$1.02M Buy
10,069
+602
+6% +$63.8K 0.48% 16
2021
Q2 		$964K Sell
9,467
-295
-3% -$29.3K 0.44% 19
2021
Q1 		$897K Buy
9,762
+295
+3% +$25.9K 0.45% 18
2020
Q4 		$804K Buy
+9,467
New +$785K 0.41% 18

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cardinal Point Wealth Management's VNQ Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 6.4% in Q3 2021, buying an estimated $63.8K and bringing the position to 10,069 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #16.

Cardinal Point Wealth Management first reported a position in VNQ in Q4 2020 and has held it in 4 quarters since. 1,437 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • Cardinal Point Wealth Management held 10,069 shares of Vanguard Real Estate ETF worth $1.02M as of Q3 2021.
  • Cardinal Point Wealth Management bought 602 Vanguard Real Estate ETF shares in Q3 2021, an estimated $63.8K.
  • Vanguard Real Estate ETF made up 0.48% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #16 holding.
  • Cardinal Point Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.