Cardinal Point Wealth Management LLC BSV Holdings History
Cardinal Point Wealth Management LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 4,925.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $247,000.00. This investment constitutes 0.12% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then Cardinal Point Wealth Management LLC has made 3 purchases of BSV, at an average price of $82.07, for a total of 103,276.00 shares. Based on historical transaction data and BSV's current price of $78.41, Cardinal Point Wealth Management LLC's estimated gain on his BSV holdings is $-20,765.74, reflecting a -0.25% gain to date.
Cardinal Point Wealth Management LLC BSV ($78.41) Holding Chart
Cardinal Point Wealth Management LLC BSV ($78.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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