Cardinal Point Wealth Management LLC VEU Holdings History
Cardinal Point Wealth Management LLC's Vanguard FTSE All-World ex-US ETF Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 226,702.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $13.82 Mil. This investment constitutes 6.5% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.04% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.
The initial trade took place in 2020Q4. And since then Cardinal Point Wealth Management LLC has made 3 purchases of VEU, at an average price of $54.91, for a total of 226,702.00 shares. Based on historical transaction data and VEU's current price of $69.10, Cardinal Point Wealth Management LLC's estimated gain on his VEU holdings is $3.22 Mil, reflecting a 25.84% gain to date.
Cardinal Point Wealth Management LLC VEU ($69.10) Holding Chart
Cardinal Point Wealth Management LLC VEU ($69.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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