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Cedar Brook Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Cedar Brook Financial Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,079
Closed -$3.4M – 403
2024
Q1 		$3.4M Buy
7,079
+112
+2% +$51.3K 0.67% 34
2023
Q4 		$3.05M Buy
6,967
+4,595
+194% +$1.88M 0.68% 31
2023
Q3 		$932K Buy
2,372
+59
+3% +$24.1K 0.24% 100
2023
Q2 		$942K Buy
2,313
+98
+4% +$37.8K 0.22% 107
2023
Q1 		$833K Buy
2,215
+74
+3% +$27.1K 0.21% 118
2022
Q4 		$752K Buy
2,141
+137
+7% +$48.4K 0.21% 122
2022
Q3 		$658K Buy
2,004
+24
+1% +$8.77K 0.21% 122
2022
Q2 		$687K Buy
1,980
+395
+25% +$149K 0.22% 120
2022
Q1 		$658K Sell
1,585
-18
-1% -$7.37K 0.17% 148
2021
Q4 		$700K Buy
1,603
+27
+2% +$11.4K 0.18% 140
2021
Q3 		$621K Sell
1,576
-71
-4% -$28.8K 0.19% 136
2021
Q2 		$648K Sell
1,647
-16
-1% -$6.14K 0.19% 133
2021
Q1 		$606K Buy
1,663
+155
+10% +$55K 0.21% 119
2020
Q4 		$518K Sell
1,508
-582
-28% -$190K 0.18% 134
2020
Q3 		$643K Buy
2,090
+1
+0% +$305 0.25% 113
2020
Q2 		$592K Buy
2,089
+282
+16% +$75.9K 0.26% 117
2020
Q1 		$428K Sell
1,807
-129
-7% -$36.1K 0.24% 125
2019
Q4 		$573K Sell
1,936
-305
-14% -$86.3K 0.24% 120
2019
Q3 		$611K Sell
2,241
-645
-22% -$175K 0.27% 114
2019
Q2 		$777K Buy
2,886
+597
+26% +$158K 0.36% 84
2019
Q1 		$594K Buy
2,289
+182
+9% +$45.5K 0.29% 106
2018
Q4 		$484K Buy
+2,107
New +$522K 0.29% 113

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 7,079 shares — an estimated $3.4M sold.

Cedar Brook Financial Partners first reported a position in VOO in Q4 2018 and held it in 22 quarters. The position peaked at $3.4M in Q1 2024. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 7,079 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $3.4M.
  • Cedar Brook Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard S&P 500 ETF position peaked at $3.4M in Q1 2024.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

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