Cedar Brook Financial Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,948	Closed	-$582K	–	392
2024 Q1	$582K	Buy	9,948 +53	+0.5%	+$3.11K	0.12%	186
2023 Q4	$586K	Buy	9,895 +104	+1%	+$5.99K	0.13%	166
2023 Q3	$560K	Buy	+9,791	New	+$568K	0.15%	153

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2024, closing a stake of 9,948 shares — an estimated $582K sold.

Cedar Brook Financial Partners first reported a position in VGIT in Q3 2023 and held it in 3 quarters. The position peaked at $586K in Q4 2023. 676 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 9,948 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $582K.
Cedar Brook Financial Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 3 quarters.
Cedar Brook Financial Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $586K in Q4 2023.
676 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

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