Cardinal Point Wealth Management LLC VTI Holdings History
Cardinal Point Wealth Management LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 273,896.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $60.82 Mil. This investment constitutes 28.59% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Cardinal Point Wealth Management LLC has made 3 purchases of VTI, at an average price of $183.29, for a total of 273,896.00 shares. Based on historical transaction data and VTI's current price of $311.97, Cardinal Point Wealth Management LLC's estimated gain on his VTI holdings is $35.25 Mil, reflecting a 70.21% gain to date.
Cardinal Point Wealth Management LLC VTI ($311.97) Holding Chart
Cardinal Point Wealth Management LLC VTI ($311.97) 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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