Cardinal Point Wealth Management Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.22M	Hold	3,232	–	–	0.37%	24
2022 Q4	$1.14M	Buy	3,232 +190	+6%	+$67.1K	0.39%	21
2022 Q3	$1.01M	Buy	3,042 +525	+21%	+$192K	0.48%	18
2022 Q2	$877K	Hold	2,517	–	–	0.42%	22
2022 Q1	$1.04M	Buy	2,517 +95	+4%	+$38.9K	0.47%	19
2021 Q4	$1.06M	Buy	+2,422	New	+$1.02M	0.46%	19

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

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

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

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

Cardinal Point Wealth Management Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2023 at 3,232 shares worth $1.22M. The position accounts for 0.37% of the portfolio, ranked #24.

Cardinal Point Wealth Management Partners first reported a position in VOO in Q4 2021 and has held it in 6 quarters since. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Cardinal Point Wealth Management Partners held 3,232 shares of Vanguard S&P 500 ETF worth $1.22M as of Q1 2023.
Cardinal Point Wealth Management Partners left its Vanguard S&P 500 ETF share count unchanged in Q1 2023.
Vanguard S&P 500 ETF made up 0.37% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #24 holding.
Cardinal Point Wealth Management Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 6 quarters since.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

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