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

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

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 1,818 shares — an estimated $492K sold.

Cedar Brook Financial Partners first reported a position in VHT in Q3 2020 and held it in 15 quarters. The position peaked at $844K in Q2 2021. 998 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,818 Vanguard Health Care ETF shares in Q2 2024, an estimated $492K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Health Care ETF in Q3 2020 and held it in 15 quarters.
  • Cedar Brook Financial Partners's Vanguard Health Care ETF position peaked at $844K in Q2 2021.
  • 998 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

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