Cardinal Point Wealth Management Partners, LLC Vanguard Specialized Funds Van Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 11,012 shares of VNQ stock, worth $1.03 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,012

Previous 11,020 0.07%

Holding current value

$1.03 Million

Previous $908,000 0.66%

% of portfolio

0.28%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$77.59 - $93.7 $620 - $749	-8 Reduced 0.07%	11,012 $914,000
Q4 2022 Feb 07, 2023	BUY	$76.14 - $88.09 $27,258 - $31,536	358 Added 3.36%	11,020 $908,000
Q2 2022 Jul 19, 2022	BUY	$87.04 - $112.5 $47,784 - $61,762	549 Added 5.43%	10,662 $971,000
Q1 2022 May 02, 2022	SELL	$99.96 - $115.1 $2,998 - $3,453	-30 Reduced 0.3%	10,113 $1.1 Million
Q4 2021 Feb 10, 2022	BUY	$102.53 - $116.01 $1.04 Million - $1.18 Million	10,143 New	10,143 $1.18 Million

Others Institutions Holding VNQ

# of Institutions

1,766

Shares Held

243M

Call Options Held

1.33M

Put Options Held

1.1M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Cardinal Point Wealth Management Partners, LLC Vanguard Specialized Funds Van Transaction History