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 $717,998. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,140Holding current value
$717,998% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
667Shares Held
48.3MCall Options Held
85.1KPut Options Held
15.3K-
Bank Of America Corp Charlotte, NC23.8MShares$2.4 Billion0.23% of portfolio
-
Morgan Stanley New York, NY2.72MShares$274 Million0.02% of portfolio
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Beacon Capital Management, Inc.1.67MShares$168 Million7.36% of portfolio
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Wells Fargo & Company San Francisco, CA1.43MShares$144 Million0.04% of portfolio
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Envestnet Asset Management Inc1.19MShares$120 Million0.05% of portfolio