Cardinal Point Wealth Management Partners’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-813	Closed	-$202K	–	83
2022 Q4	$202K	Buy	+813	New	+$197K	0.07%	67
2022 Q2	–	Sell	-813	Closed	-$207K	–	58
2022 Q1	$207K	Hold	813	–	–	0.09%	50
2021 Q4	$217K	Buy	+813	New	+$207K	0.09%	45

Other funds holding VHT

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 813 shares — an estimated $202K sold.

Cardinal Point Wealth Management Partners first reported a position in VHT in Q4 2021 and held it in 3 quarters. The position peaked at $217K in Q4 2021. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Cardinal Point Wealth Management Partners reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Cardinal Point Wealth Management Partners sold 813 Vanguard Health Care ETF shares in Q1 2023, an estimated $202K.
Cardinal Point Wealth Management Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 3 quarters.
Cardinal Point Wealth Management Partners's Vanguard Health Care ETF position peaked at $217K in Q4 2021.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

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