Cedar Brook Financial Partners’s Vanguard Financials ETF VFH Stock Holding History

Cedar Brook Financial Partners’s Portfolio VFH Stock Details VFH Fund Activity

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

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 2,716 shares — an estimated $278K sold.

Cedar Brook Financial Partners first reported a position in VFH in Q4 2020 and held it in 14 quarters. The position peaked at $278K in Q1 2024. 618 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,716 Vanguard Financials ETF shares in Q2 2024, an estimated $278K.
Cedar Brook Financial Partners first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 14 quarters.
Cedar Brook Financial Partners's Vanguard Financials ETF position peaked at $278K in Q1 2024.
618 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

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