Cardinal Point Wealth Management Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,460	Closed	-$266K	–	84
2022 Q4	$266K	Hold	2,460	–	–	0.09%	61
2022 Q3	$239K	Hold	2,460	–	–	0.11%	45
2022 Q2	$250K	Hold	2,460	–	–	0.12%	45
2022 Q1	$276K	Buy	+2,460	New	+$274K	0.12%	43

Other funds holding VYM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJA

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

RJFSA

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

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

Cardinal Point Wealth Management Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2023, closing a stake of 2,460 shares — an estimated $266K sold.

Cardinal Point Wealth Management Partners first reported a position in VYM in Q1 2022 and held it in 4 quarters. The position peaked at $276K in Q1 2022. 1,434 funds tracked by Wall St. Rank hold VYM as of Q1 2023.

Cardinal Point Wealth Management Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2023 after selling out during the quarter.
Cardinal Point Wealth Management Partners sold 2,460 Vanguard High Dividend Yield ETF shares in Q1 2023, an estimated $266K.
Cardinal Point Wealth Management Partners first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and held it in 4 quarters.
Cardinal Point Wealth Management Partners's Vanguard High Dividend Yield ETF position peaked at $276K in Q1 2022.
1,434 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2023.

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