Cardinal Point Wealth Management Partners, LLC Vanguard Health Care ETF Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$224.15 - $255.96 $182,233 - $208,095	813 New	813 $201,000
Q2 2022 Jul 19, 2022	SELL	$219.51 - $264.47 $178,461 - $215,014	-813 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$243.71 - $267.51 $198,136 - $217,485	813 New	813 $217,000

Others Institutions Holding VHT

# of Institutions

1,111

Shares Held

24.1M

Call Options Held

32.3K

Put Options Held

7.46K

Morgan Stanley New York, NY

1.61M
Shares

$436 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.57M
Shares

$425 Million
0.04% of portfolio
Ubs Group Ag

1.35M
Shares

$366 Million
0.08% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.07M
Shares

$289 Million
6.16% of portfolio
Wells Fargo & Company San Francisco, CA

892K
Shares

$242 Million
0.06% of portfolio

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

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