Cedar Brook Financial Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cedar Brook Financial Partners’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,061	Closed	-$285K	–	133
2024 Q1	$285K	Buy	3,061 +7	+0.2%	+$622	0.06%	329
2023 Q4	$260K	Buy	3,054 +12	+0.4%	+$946	0.06%	329
2023 Q3	$229K	Buy	3,042 +10	+0.3%	+$785	0.06%	319
2023 Q2	$238K	Buy	3,032 +9	+0.3%	+$663	0.06%	335
2023 Q1	$217K	Buy	+3,023	New	+$211K	0.06%	346
2022 Q2	–	Sell	-2,981	Closed	-$242K	–	360
2022 Q1	$242K	Buy	2,981 +6	+0.2%	+$482	0.06%	319
2021 Q4	$261K	Buy	2,975 +9	+0.3%	+$769	0.07%	308
2021 Q3	$237K	Sell	2,966 -100	-3%	-$8.24K	0.07%	294
2021 Q2	$245K	Sell	3,066 -322	-10%	-$25K	0.07%	312
2021 Q1	$250K	Buy	+3,388	New	+$245K	0.09%	266

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

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

Cedar Brook Financial Partners's ESGV Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 3,061 shares — an estimated $285K sold.

Cedar Brook Financial Partners first reported a position in ESGV in Q1 2021 and held it in 10 quarters. The position peaked at $285K in Q1 2024. 495 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,061 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $285K.
Cedar Brook Financial Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and held it in 10 quarters.
Cedar Brook Financial Partners's Vanguard ESG US Stock ETF position peaked at $285K in Q1 2024.
495 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.