Cardinal Point Wealth Management Partners, LLC Vanguard Bd Index Fd Inc Short 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 Bd Index Fd Inc Short stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 159,895 shares of BSV stock, worth $12.6 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

159,895

Previous 159,685 0.13%

Holding current value

$12.6 Million

Previous $12 Million 1.74%

% of portfolio

3.73%

Previous 4.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$74.67 - $76.76 $15,680 - $16,119	210 Added 0.13%	159,895 $12.2 Million
Q4 2022 Feb 07, 2023	BUY	$74.07 - $75.87 $6.69 Million - $6.86 Million	90,381 Added 130.41%	159,685 $12 Million
Q3 2022 Nov 02, 2022	SELL	$74.52 - $77.47 $311,046 - $323,359	-4,174 Reduced 5.68%	69,304 $5.17 Million
Q2 2022 Jul 19, 2022	SELL	$75.68 - $77.74 $220,607 - $226,612	-2,915 Reduced 3.82%	73,478 $5.64 Million
Q1 2022 May 02, 2022	SELL	$77.66 - $80.73 $645,587 - $671,108	-8,313 Reduced 9.81%	76,393 $5.95 Million

Q4 2021 Feb 10, 2022	BUY	$80.78 - $81.98 $6.84 Million - $6.94 Million	84,706 New	84,706 $6.85 Million

Others Institutions Holding BSV

# of Institutions

1,393

Shares Held

410M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account

Cardinal Point Wealth Management Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History