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Cedar Brook Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Cedar Brook Financial Partners’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-45,880
Closed -$3.01M – 393
2024
Q1 		$3.01M Buy
45,880
+4,120
+10% +$261K 0.59% 39
2023
Q4 		$2.51M Buy
41,760
+6,208
+17% +$346K 0.56% 43
2023
Q3 		$1.84M Buy
35,552
+472
+1% +$25.7K 0.48% 52
2023
Q2 		$1.94M Buy
35,080
+184
+0.5% +$9.24K 0.46% 50
2023
Q1 		$1.68M Buy
34,896
+1,816
+5% +$80.3K 0.43% 56
2022
Q4 		$1.32M Sell
33,080
-4,248
-11% -$173K 0.37% 70
2022
Q3 		$1.43M Buy
37,328
+224
+0.6% +$9.85K 0.46% 54
2022
Q2 		$1.51M Buy
37,104
+9,728
+36% +$438K 0.47% 52
2022
Q1 		$1.43M Sell
27,376
-2,656
-9% -$136K 0.37% 71
2021
Q4 		$1.72M Buy
30,032
+752
+3% +$41.3K 0.44% 53
2021
Q3 		$1.47M Sell
29,280
-496
-2% -$25.7K 0.44% 59
2021
Q2 		$1.48M Sell
29,776
-8
-0% -$377 0.43% 56
2021
Q1 		$1.33M Buy
29,784
+2,480
+9% +$112K 0.46% 54
2020
Q4 		$1.21M Buy
27,304
+3,608
+15% +$148K 0.43% 60
2020
Q3 		$923K Buy
23,696
+2,784
+13% +$105K 0.36% 72
2020
Q2 		$728K Sell
20,912
-440
-2% -$13.7K 0.32% 90
2020
Q1 		$566K Buy
21,352
+2,584
+14% +$78.3K 0.31% 93
2019
Q4 		$575K Sell
18,768
-2,504
-12% -$71.7K 0.24% 119
2019
Q3 		$573K Sell
21,272
-48
-0.2% -$1.29K 0.25% 124
2019
Q2 		$562K Buy
21,320
+4,184
+24% +$108K 0.26% 122
2019
Q1 		$430K Buy
17,136
+6,864
+67% +$159K 0.21% 153
2018
Q4 		$214K Buy
+10,272
New +$233K 0.13% 217

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UBS Group
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard Information Technology ETF (VGT) in Q2 2024, closing a stake of 45,880 shares — an estimated $3.01M sold.

Cedar Brook Financial Partners first reported a position in VGT in Q4 2018 and held it in 22 quarters. The position peaked at $3.01M in Q1 2024. 1,529 funds tracked by Wall St. Rank hold VGT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Information Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 45,880 Vanguard Information Technology ETF shares in Q2 2024, an estimated $3.01M.
  • Cedar Brook Financial Partners first reported a position in Vanguard Information Technology ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard Information Technology ETF position peaked at $3.01M in Q1 2024.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2024.

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