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Cardinal Point Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Cardinal Point Capital Management’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,140
Closed -$556K – 81
2023
Q1 		$556K Buy
+7,140
New +$604K 0.17% 48

Other funds holding VFH

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VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Cardinal Point Capital Management's VFH Position: Q2 2023 in Review

Cardinal Point Capital Management sold out of Vanguard Financials ETF (VFH) in Q2 2023, closing a stake of 7,140 shares — an estimated $556K sold.

Cardinal Point Capital Management first reported a position in VFH in Q1 2023 and held it in 1 quarter. The position peaked at $556K in Q1 2023. 532 funds tracked by Wall St. Rank hold VFH as of Q2 2023.

  • Cardinal Point Capital Management reported no remaining Vanguard Financials ETF position as of Q2 2023 after selling out during the quarter.
  • Cardinal Point Capital Management sold 7,140 Vanguard Financials ETF shares in Q2 2023, an estimated $556K.
  • Cardinal Point Capital Management first reported a position in Vanguard Financials ETF in Q1 2023 and held it in 1 quarter.
  • Cardinal Point Capital Management's Vanguard Financials ETF position peaked at $556K in Q1 2023.
  • 532 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2023.

Based on Cardinal Point Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.