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

Cardinal Point Wealth Management’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
2021 Q3	$202K	Buy	+813	New	+$209K	0.1%	41

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EHC

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Cardinal Point Wealth Management opened a new position in Vanguard Health Care ETF (VHT) in Q3 2021: 813 shares worth $202K. The stake represents 0.1% of the portfolio and ranks #41 among its holdings.

773 funds tracked by Wall St. Rank hold VHT as of Q3 2021.

Cardinal Point Wealth Management held 813 shares of Vanguard Health Care ETF worth $202K as of Q3 2021.
Vanguard Health Care ETF was a new Cardinal Point Wealth Management position in Q3 2021.
Vanguard Health Care ETF made up 0.1% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #41 holding.
773 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2021.

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