CPWM
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Cardinal Point Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cardinal Point Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$60.8M Buy
273,896
+1,903
+0.7% +$423K 28.59% 1
2021
Q2 		$60.6M Buy
271,993
+11,342
+4% +$2.53M 27.38% 1
2021
Q1 		$53.9M Buy
260,651
+5,377
+2% +$1.11M 27.14% 1
2020
Q4 		$49.7M Buy
+255,274
New +$49.7M 25.24% 1