Cardinal Point Wealth Management Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$63.97 - $82.17 $174,318 - $223,913	-2,725 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$79.7 - $88.45 $217,182 - $241,026	2,725 New	2,725 $240,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

Vanguard Group Inc Valley Forge, PA

2.75M
Shares

$293 Million
0.01% of portfolio
Visa Foundation

1.72M
Shares

$183 Million
74.08% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$131 Million
0.12% of portfolio
Wealthfront Advisers LLC

1.18M
Shares

$126 Million
0.37% of portfolio
Morgan Stanley New York, NY

822K
Shares

$87.5 Million
0.01% of portfolio

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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