CBFP
Cedar Brook Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,818
| Closed | -$492K | – | 394 |
|
|
2024
Q1 | $492K | Buy |
1,818
+4
| +0.2% | +$1.08K | 0.1% | 205 |
|
|
2023
Q4 | $468K | Buy |
1,814
+99
| +6% | +$25.5K | 0.1% | 206 |
|
|
2023
Q3 | $403K | Sell |
1,715
-239
| -12% | -$56.2K | 0.11% | 201 |
|
|
2023
Q2 | $478K | Sell |
1,954
-262
| -12% | -$64.2K | 0.11% | 192 |
|
|
2023
Q1 | $528K | Buy |
2,216
+412
| +23% | +$98.2K | 0.14% | 171 |
|
|
2022
Q4 | $448K | Sell |
1,804
-433
| -19% | -$107K | 0.13% | 192 |
|
|
2022
Q3 | $500K | Sell |
2,237
-187
| -8% | -$41.8K | 0.16% | 163 |
|
|
2022
Q2 | $571K | Sell |
2,424
-149
| -6% | -$35.1K | 0.18% | 144 |
|
|
2022
Q1 | $654K | Sell |
2,573
-277
| -10% | -$70.4K | 0.17% | 149 |
|
|
2021
Q4 | $759K | Sell |
2,850
-284
| -9% | -$75.6K | 0.19% | 125 |
|
|
2021
Q3 | $775K | Sell |
3,134
-281
| -8% | -$69.5K | 0.23% | 114 |
|
|
2021
Q2 | $844K | Buy |
3,415
+41
| +1% | +$10.1K | 0.24% | 105 |
|
|
2021
Q1 | $772K | Buy |
3,374
+973
| +41% | +$223K | 0.27% | 92 |
|
|
2020
Q4 | $537K | Buy |
2,401
+1,224
| +104% | +$274K | 0.19% | 132 |
|
|
2020
Q3 | $240K | Buy |
+1,177
| New | +$240K | 0.09% | 241 |
|