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CBFP
Cedar Brook Financial Partners’s
Vanguard Consumer Discretionary ETF
VCR
Stock Holding History
Cedar Brook Financial Partners’s Portfolio
VCR Stock Details
VCR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-910
Closed
-$289K
–
384
2024
Q1
$289K
Hold
910
–
–
0.06%
326
2023
Q4
$272K
Buy
910
+1
+0.1%
+$279
0.06%
317
2023
Q3
$245K
Buy
909
+1
+0.1%
+$284
0.06%
301
2023
Q2
$257K
Hold
908
–
–
0.06%
315
2023
Q1
$229K
Buy
+908
New
+$221K
0.06%
329
2022
Q4
–
Sell
-1,027
Closed
-$241K
–
391
2022
Q3
$241K
Hold
1,027
–
–
0.08%
286
2022
Q2
$234K
Buy
1,027
+1
+0.1%
+$261
0.07%
295
2022
Q1
$313K
Hold
1,026
–
–
0.08%
270
2021
Q4
$349K
Buy
1,026
+30
+3%
+$10.1K
0.09%
246
2021
Q3
$309K
Buy
996
+32
+3%
+$10.2K
0.09%
243
2021
Q2
$303K
Hold
964
–
–
0.09%
270
2021
Q1
$285K
Sell
964
-155
-14%
-$45K
0.1%
235
2020
Q4
$308K
Sell
1,119
-79
-7%
-$20.1K
0.11%
208
2020
Q3
$281K
Buy
1,198
+5
+0.4%
+$1.13K
0.11%
212
2020
Q2
$239K
Buy
+1,193
New
+$215K
0.11%
230
2020
Q1
–
Sell
-1,229
Closed
-$233K
–
300
2019
Q4
$233K
Sell
1,229
-94
-7%
-$17.2K
0.1%
248
2019
Q3
$238K
Buy
1,323
+195
+17%
+$35.2K
0.11%
243
2019
Q2
$202K
Buy
+1,128
New
+$199K
0.09%
282
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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