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 $900,354. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,140Holding current value
$900,354% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
688Shares Held
52.3MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.95 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$347 Million0.02% of portfolio
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Ubs Group Ag1.88MShares$237 Million0.05% of portfolio
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Beacon Capital Management, Inc.1.52MShares$192 Million7.19% of portfolio
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Wells Fargo & Company San Francisco, CA1.37MShares$172 Million0.03% of portfolio