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 $2 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

3,232

Previous 3,232 -0.0%

Holding current value

$2 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

3,872

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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