Cardinal Point Wealth Management Partners, LLC Vanguard Financial ETF 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 Financial ETF stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 7,140 shares of VFH stock, worth $796,824. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,140Holding current value
$796,824% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
771Shares Held
54.5MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.57 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$357 Million0.03% of portfolio
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Ubs Group Ag1.92MShares$214 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.58MShares$177 Million0.04% of portfolio
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Beacon Capital Management, Inc.1.43MShares$160 Million7.56% of portfolio