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Cardinal Point Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cardinal Point Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$368K Buy
7,290
+3,176
+77% +$165K 0.17% 30
2021
Q2 		$212K Sell
4,114
-275
-6% -$14.2K 0.1% 38
2021
Q1 		$216K Buy
+4,389
New +$214K 0.11% 35

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cardinal Point Wealth Management's VEA Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 77% in Q3 2021, buying an estimated $165K and bringing the position to 7,290 shares worth $368K. The position accounts for 0.17% of the portfolio, ranked #30.

Cardinal Point Wealth Management first reported a position in VEA in Q1 2021 and has held it in 3 quarters since. 1,566 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

  • Cardinal Point Wealth Management held 7,290 shares of Vanguard FTSE Developed Markets ETF worth $368K as of Q3 2021.
  • Cardinal Point Wealth Management bought 3,176 Vanguard FTSE Developed Markets ETF shares in Q3 2021, an estimated $165K.
  • Vanguard FTSE Developed Markets ETF made up 0.17% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #30 holding.
  • Cardinal Point Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 3 quarters since.
  • 1,566 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.