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Cedar Brook Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cedar Brook Financial Partners’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-185,483
Closed -$9.31M – 387
2024
Q1 		$9.31M Buy
185,483
+24,281
+15% +$1.17M 1.84% 7
2023
Q4 		$7.64M Buy
161,202
+8,853
+6% +$396K 1.7% 9
2023
Q3 		$6.66M Buy
152,349
+4,125
+3% +$189K 1.74% 7
2023
Q2 		$6.84M Buy
148,224
+5,312
+4% +$244K 1.63% 8
2023
Q1 		$6.46M Buy
142,912
+481
+0.3% +$21.4K 1.66% 8
2022
Q4 		$5.98M Buy
142,431
+5,569
+4% +$226K 1.68% 7
2022
Q3 		$4.98M Buy
136,862
+89
+0.1% +$3.63K 1.6% 6
2022
Q2 		$5.58M Sell
136,773
-1,744
-1% -$77.5K 1.75% 5
2022
Q1 		$6.65M Buy
138,517
+1,020
+0.7% +$49.6K 1.73% 6
2021
Q4 		$7.02M Buy
137,497
+1,430
+1% +$73.4K 1.8% 6
2021
Q3 		$6.87M Sell
136,067
-2,811
-2% -$146K 2.06% 5
2021
Q2 		$7.16M Buy
138,878
+1,210
+0.9% +$62.5K 2.07% 5
2021
Q1 		$6.76M Buy
137,668
+47
+0% +$2.3K 2.34% 4
2020
Q4 		$6.5M Buy
137,621
+5,484
+4% +$241K 2.3% 6
2020
Q3 		$5.4M Buy
132,137
+1,307
+1% +$53.6K 2.12% 7
2020
Q2 		$5.08M Sell
130,830
-725
-0.6% -$26.5K 2.26% 4
2020
Q1 		$4.39M Buy
131,555
+11,009
+9% +$442K 2.44% 3
2019
Q4 		$5.31M Buy
120,546
+26,743
+29% +$1.14M 2.26% 3
2019
Q3 		$3.85M Buy
93,803
+71,468
+320% +$2.92M 1.7% 5
2019
Q2 		$932K Sell
22,335
-7,114
-24% -$293K 0.43% 71
2019
Q1 		$1.2M Buy
29,449
+9,491
+48% +$379K 0.59% 46
2018
Q4 		$740K Buy
+19,958
New +$790K 0.45% 69

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 185,483 shares — an estimated $9.31M sold.

Cedar Brook Financial Partners first reported a position in VEA in Q4 2018 and held it in 22 quarters. The position peaked at $9.31M in Q1 2024. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 185,483 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $9.31M.
  • Cedar Brook Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard FTSE Developed Markets ETF position peaked at $9.31M in Q1 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

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