Cardinal Point Wealth Management Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$243K	Sell	6,027 -2,685	-31%	-$109K	0.07%	70
2022 Q4	$340K	Buy	+8,712	New	+$332K	0.12%	51
2022 Q2	–	Sell	-7,972	Closed	-$368K	–	59
2022 Q1	$368K	Buy	+7,972	New	+$384K	0.16%	34

Other funds holding VWO

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 31% in Q1 2023, selling an estimated $109K and leaving 6,027 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #70.

Cardinal Point Wealth Management Partners first reported a position in VWO in Q1 2022 and has held it in 3 quarters since. The position peaked at $368K in Q1 2022. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Cardinal Point Wealth Management Partners held 6,027 shares of Vanguard FTSE Emerging Markets ETF worth $243K as of Q1 2023.
Cardinal Point Wealth Management Partners sold 2,685 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $109K.
Vanguard FTSE Emerging Markets ETF made up 0.07% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #70 holding.
Cardinal Point Wealth Management Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 3 quarters since.
Cardinal Point Wealth Management Partners's Vanguard FTSE Emerging Markets ETF position peaked at $368K in Q1 2022.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

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