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Cardinal Point Wealth Management Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.38M Buy
28,712
+21,752
+313% +$962K 0.42% 21
2022
Q4 		$278K Buy
+6,960
New +$284K 0.1% 56

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners increased its Vanguard Information Technology ETF (VGT) stake by 313% in Q1 2023, buying an estimated $962K and bringing the position to 28,712 shares worth $1.38M. The position accounts for 0.42% of the portfolio, ranked #21.

Cardinal Point Wealth Management Partners first reported a position in VGT in Q4 2022 and has held it in 2 quarters since. 1,195 funds tracked by Wall St. Rank hold VGT as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 28,712 shares of Vanguard Information Technology ETF worth $1.38M as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 21,752 Vanguard Information Technology ETF shares in Q1 2023, an estimated $962K.
  • Vanguard Information Technology ETF made up 0.42% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #21 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2023.

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