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

Cardinal Point Wealth Management Partners’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 Q1	$556K	Buy	+7,140	New	+$604K	0.17%	48

Other funds holding VFH

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners opened a new position in Vanguard Financials ETF (VFH) in Q1 2023: 7,140 shares worth $556K. The stake represents 0.17% of the portfolio and ranks #48 among its holdings.

530 funds tracked by Wall St. Rank hold VFH as of Q1 2023.

Cardinal Point Wealth Management Partners held 7,140 shares of Vanguard Financials ETF worth $556K as of Q1 2023.
Vanguard Financials ETF was a new Cardinal Point Wealth Management Partners position in Q1 2023.
Vanguard Financials ETF made up 0.17% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #48 holding.
530 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2023.

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