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

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