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Cedar Brook Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Cedar Brook Financial Partners’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,643
Closed -$1.96M – 399
2024
Q1 		$1.96M Buy
22,643
+2,876
+15% +$246K 0.39% 57
2023
Q4 		$1.71M Buy
19,767
+1,402
+8% +$111K 0.38% 63
2023
Q3 		$1.39M Sell
18,365
-1,795
-9% -$148K 0.36% 70
2023
Q2 		$1.68M Buy
20,160
+154
+0.8% +$12.6K 0.4% 65
2023
Q1 		$1.66M Buy
20,006
+2,114
+12% +$182K 0.43% 57
2022
Q4 		$1.48M Buy
17,892
+4,470
+33% +$371K 0.42% 61
2022
Q3 		$1.08M Sell
13,422
-79
-0.6% -$7.39K 0.35% 78
2022
Q2 		$1.23M Buy
13,501
+467
+4% +$46.5K 0.39% 70
2022
Q1 		$1.41M Buy
13,034
+348
+3% +$36.8K 0.37% 72
2021
Q4 		$1.47M Buy
12,686
+107
+0.9% +$11.7K 0.38% 64
2021
Q3 		$1.28M Buy
12,579
+723
+6% +$76.7K 0.38% 67
2021
Q2 		$1.21M Sell
11,856
-2,546
-18% -$252K 0.35% 73
2021
Q1 		$1.32M Buy
14,402
+2,104
+17% +$185K 0.46% 56
2020
Q4 		$1.04M Sell
12,298
-901
-7% -$74.7K 0.37% 71
2020
Q3 		$1.04M Sell
13,199
-3,381
-20% -$271K 0.41% 60
2020
Q2 		$1.3M Sell
16,580
-39
-0.2% -$2.96K 0.58% 38
2020
Q1 		$1.16M Buy
16,619
+590
+4% +$51.8K 0.64% 33
2019
Q4 		$1.49M Sell
16,029
-2,326
-13% -$215K 0.63% 39
2019
Q3 		$1.71M Buy
18,355
+816
+5% +$74.1K 0.76% 25
2019
Q2 		$1.53M Buy
17,539
+1,845
+12% +$162K 0.71% 26
2019
Q1 		$1.36M Sell
15,694
-13
-0.1% -$1.07K 0.66% 31
2018
Q4 		$1.17M Buy
+15,707
New +$1.24M 0.71% 34

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 22,643 shares — an estimated $1.96M sold.

Cedar Brook Financial Partners first reported a position in VNQ in Q4 2018 and held it in 22 quarters. The position peaked at $1.96M in Q1 2024. 1,585 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 22,643 Vanguard Real Estate ETF shares in Q2 2024, an estimated $1.96M.
  • Cedar Brook Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard Real Estate ETF position peaked at $1.96M in Q1 2024.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

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