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 $930,342. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,140Holding current value
$930,342% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
794Shares Held
54.8MCall Options Held
87.9KPut Options Held
43.3K-
Bank Of America Corp Charlotte, NC23MShares$3 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.63MShares$472 Million0.03% of portfolio
-
Ubs Group Ag1.91MShares$248 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.66MShares$216 Million0.05% of portfolio
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Pgim Custom Harvest LLC Newark, NJ1.22MShares$158 Million3.5% of portfolio