Cedar Brook Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,818	Closed	-$492K	–	394
2024 Q1	$492K	Buy	1,818 +4	+0.2%	+$1.05K	0.1%	205
2023 Q4	$468K	Buy	1,814 +99	+6%	+$23.4K	0.1%	206
2023 Q3	$403K	Sell	1,715 -239	-12%	-$58.3K	0.11%	201
2023 Q2	$478K	Sell	1,954 -262	-12%	-$63.7K	0.11%	192
2023 Q1	$528K	Buy	2,216 +412	+23%	+$99.1K	0.14%	171
2022 Q4	$448K	Sell	1,804 -433	-19%	-$105K	0.13%	192
2022 Q3	$500K	Sell	2,237 -187	-8%	-$44.6K	0.16%	163
2022 Q2	$571K	Sell	2,424 -149	-6%	-$35.9K	0.18%	144
2022 Q1	$654K	Sell	2,573 -277	-10%	-$68.4K	0.17%	149
2021 Q4	$759K	Sell	2,850 -284	-9%	-$72.4K	0.19%	125
2021 Q3	$775K	Sell	3,134 -281	-8%	-$72.1K	0.23%	114
2021 Q2	$844K	Buy	3,415 +41	+1%	+$9.8K	0.24%	105
2021 Q1	$772K	Buy	3,374 +973	+41%	+$223K	0.27%	92
2020 Q4	$537K	Buy	2,401 +1,224	+104%	+$262K	0.19%	132
2020 Q3	$240K	Buy	+1,177	New	+$238K	0.09%	241