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	-2,716	Closed	-$278K	–	390
2024 Q1	$278K	Buy	2,716 +9	+0.3%	+$864	0.06%	333
2023 Q4	$248K	Buy	2,707 +25	+0.9%	+$2.1K	0.06%	335
2023 Q3	$215K	Sell	2,682 -148	-5%	-$12.4K	0.06%	334
2023 Q2	$230K	Hold	2,830	–	–	0.05%	342
2023 Q1	$220K	Buy	2,830 +12	+0.4%	+$1.01K	0.06%	339
2022 Q4	$233K	Buy	2,818 +24	+0.9%	+$1.98K	0.07%	313
2022 Q3	$208K	Hold	2,794	–	–	0.07%	322
2022 Q2	$216K	Buy	2,794 +12	+0.4%	+$1.01K	0.07%	308
2022 Q1	$260K	Buy	2,782 +11	+0.4%	+$1.05K	0.07%	311
2021 Q4	$268K	Buy	2,771 +25	+0.9%	+$2.44K	0.07%	304
2021 Q3	$254K	Hold	2,746	–	–	0.08%	279
2021 Q2	$248K	Buy	2,746 +19	+0.7%	+$1.72K	0.07%	309
2021 Q1	$230K	Sell	2,727 -34	-1%	-$2.71K	0.08%	286
2020 Q4	$201K	Buy	+2,761	New	+$182K	0.07%	307