Cedar Brook Financial Partners’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $201K | Buy |
|