Cardinal Point Wealth Management Partners, LLC Vanguard Index Fds S&P 500 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 Index Fds S&P 500 ETF stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 3,232 shares of VOO stock, worth $1.71 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

3,232

Previous 3,232 -0.0%

Holding current value

$1.71 Million

Previous $1.14 Million 7.05%

% of portfolio

0.37%

Previous 0.39%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $62,251 - $71,162	190 Added 6.25%	3,232 $1.14 Million
Q3 2022 Nov 02, 2022	BUY	$328.3 - $395.04 $172,357 - $207,396	525 Added 20.86%	3,042 $1.01 Million
Q1 2022 May 02, 2022	BUY	$382.7 - $439.25 $36,356 - $41,728	95 Added 3.92%	2,517 $1.05 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $954,776 - $1.06 Million	2,422 New	2,422 $1.06 Million

Others Institutions Holding VOO

# of Institutions

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account

Cardinal Point Wealth Management Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History