Cedar Brook Financial Partners’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,716
| Closed | -$278K | – | 390 |
|
|
2024
Q1 | $278K | Buy |
2,716
+9
| +0.3% | +$921 | 0.06% | 333 |
|
|
2023
Q4 | $248K | Buy |
2,707
+25
| +0.9% | +$2.3K | 0.06% | 335 |
|
|
2023
Q3 | $215K | Sell |
2,682
-148
| -5% | -$11.9K | 0.06% | 334 |
|
|
2023
Q2 | $230K | Hold |
2,830
| – | – | 0.05% | 342 |
|
|
2023
Q1 | $220K | Buy |
2,830
+12
| +0.4% | +$935 | 0.06% | 339 |
|
|
2022
Q4 | $233K | Buy |
2,818
+24
| +0.9% | +$1.99K | 0.07% | 313 |
|
|
2022
Q3 | $208K | Hold |
2,794
| – | – | 0.07% | 322 |
|
|
2022
Q2 | $216K | Buy |
2,794
+12
| +0.4% | +$928 | 0.07% | 308 |
|
|
2022
Q1 | $260K | Buy |
2,782
+11
| +0.4% | +$1.03K | 0.07% | 311 |
|
|
2021
Q4 | $268K | Buy |
2,771
+25
| +0.9% | +$2.42K | 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% | -$2.87K | 0.08% | 286 |
|
|
2020
Q4 | $201K | Buy |
+2,761
| New | +$201K | 0.07% | 307 |
|