Cardinal Point Wealth Management Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.45M	Hold	32,209	–	–	0.44%	19
2022 Q4	$1.35M	Buy	32,209 +4,696	+17%	+$190K	0.47%	20
2022 Q3	$1.02M	Hold	27,513	–	–	0.49%	17
2022 Q2	$1.12M	Buy	27,513 +19,325	+236%	+$859K	0.54%	18
2022 Q1	$393K	Sell	8,188 -1,327	-14%	-$64.6K	0.18%	32
2021 Q4	$486K	Buy	+9,515	New	+$489K	0.21%	30

Other funds holding VEA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2023 at 32,209 shares worth $1.45M. The position accounts for 0.44% of the portfolio, ranked #19.

Cardinal Point Wealth Management Partners first reported a position in VEA in Q4 2021 and has held it in 6 quarters since. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Cardinal Point Wealth Management Partners held 32,209 shares of Vanguard FTSE Developed Markets ETF worth $1.45M as of Q1 2023.
Cardinal Point Wealth Management Partners left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2023.
Vanguard FTSE Developed Markets ETF made up 0.44% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #19 holding.
Cardinal Point Wealth Management Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 6 quarters since.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

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