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

Cardinal Point Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$958K Sell
2,422
-214
-8% -$84.6K 0.45% 17
2021
Q2 		$1.04M Buy
2,636
+214
+9% +$84.5K 0.47% 18
2021
Q1 		$882K Hold
2,422
– – 0.44% 19
2020
Q4 		$832K Buy
+2,422
New +$832K 0.42% 17