Cardinal Point Wealth Management Partners, LLC Vanguard Total Stock Market Et 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 Total Stock Market Et stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 474,065 shares of VTI stock, worth $129 Million. This represents 29.51% of its overall portfolio holdings.

Number of Shares

474,065

Previous 448,274 5.75%

Holding current value

$129 Million

Previous $85.7 Million 12.89%

% of portfolio

29.51%

Previous 29.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$189.85 - $210.01 $4.9 Million - $5.42 Million	25,791 Added 5.75%	474,065 $96.8 Million
Q4 2022 Feb 07, 2023	BUY	$187.53 - $204.18 $17.3 Million - $18.8 Million	92,025 Added 25.83%	448,274 $85.7 Million
Q3 2022 Nov 02, 2022	BUY	N/A	22,231 Added 6.66%	356,249 $65 Million
Q2 2022 Jul 19, 2022	BUY	N/A	37,367 Added 12.6%	334,018 $63 Million
Q1 2022 May 02, 2022	BUY	N/A	18,324 Added 6.58%	296,651 $67.5 Million

Q4 2021 Feb 10, 2022	BUY	N/A	278,327 New	278,327 $67.2 Million

Others Institutions Holding VTI

# of Institutions

2,849

Shares Held

456M

Call Options Held

824K

Put Options Held

449K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Cardinal Point Wealth Management Partners, LLC Vanguard Total Stock Market Et Transaction History