CPWM
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.03M Buy
10,069
+602
+6% +$61.3K 0.48% 16
2021
Q2 		$964K Sell
9,467
-295
-3% -$30K 0.44% 19
2021
Q1 		$897K Buy
9,762
+295
+3% +$27.1K 0.45% 18
2020
Q4 		$804K Buy
+9,467
New +$804K 0.41% 18