Cardinal Point Wealth Management Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$12.2M	Buy	159,895 +210	+0.1%	+$15.9K	3.72%	8
2022 Q4	$12M	Buy	159,685 +90,381	+130%	+$6.78M	4.15%	7
2022 Q3	$5.17M	Sell	69,304 -4,174	-6%	-$319K	2.47%	9
2022 Q2	$5.64M	Sell	73,478 -2,915	-4%	-$225K	2.71%	9
2022 Q1	$5.95M	Sell	76,393 -8,313	-10%	-$660K	2.65%	8
2021 Q4	$6.85M	Buy	+84,706	New	+$6.89M	2.97%	9

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cardinal Point Wealth Management Partners's BSV Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.13% in Q1 2023, buying an estimated $15.9K and bringing the position to 159,895 shares worth $12.2M. The position accounts for 3.72% of the portfolio, ranked #8.

Cardinal Point Wealth Management Partners first reported a position in BSV in Q4 2021 and has held it in 6 quarters since. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Cardinal Point Wealth Management Partners held 159,895 shares of Vanguard Short-Term Bond ETF worth $12.2M as of Q1 2023.
Cardinal Point Wealth Management Partners bought 210 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $15.9K.
Vanguard Short-Term Bond ETF made up 3.72% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #8 holding.
Cardinal Point Wealth Management Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 6 quarters since.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.