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 $895,713. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,140Holding current value
$895,713% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
712Shares Held
52.8MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.94 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$345 Million0.02% of portfolio
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Ubs Group Ag1.88MShares$236 Million0.05% of portfolio
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Beacon Capital Management, Inc.1.52MShares$191 Million7.19% of portfolio
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Wells Fargo & Company San Francisco, CA1.37MShares$171 Million0.03% of portfolio