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 $157 Million. This represents 29.51% of its overall portfolio holdings.

Number of Shares
474,065
Previous 448,274 5.75%
Holding current value
$157 Million
Previous $85.7 Million 12.89%
% of portfolio
29.51%
Previous 29.74%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$179.3 - $204.18 $16.5 Million - $18.8 Million
92,025 Added 25.83%
448,274 $85.7 Million
Q3 2022

Nov 02, 2022
BUY
$179.47 - $216.24 $3.99 Million - $4.81 Million
22,231 Added 6.66%
356,249 $65 Million
Q2 2022

Jul 19, 2022
BUY
$183.02 - $230.52 $6.84 Million - $8.61 Million
37,367 Added 12.6%
334,018 $63 Million
Q1 2022

May 02, 2022
BUY
$209.9 - $242.97 $3.85 Million - $4.45 Million
18,324 Added 6.58%
296,651 $67.5 Million
Q4 2021

Feb 10, 2022
BUY
$221.73 - $242.96 $61.7 Million - $67.6 Million
278,327 New
278,327 $67.2 Million

Others Institutions Holding VTI

# of Institutions
3,558
Shares Held
681M
Call Options Held
1.46M
Put Options Held
2.24M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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