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 $1.08 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
11,012
Previous 11,020 0.07%
Holding current value
$1.08 Million
Previous $908,000 0.66%
% of portfolio
0.28%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,825
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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