Cedar Brook Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $3.4M | Buy |
|
|||||
|
2023
Q4 | $3.05M | Buy |
|
|||||
|
2023
Q3 | $932K | Buy |
|
|||||
|
2023
Q2 | $942K | Buy |
|
|||||
|
2023
Q1 | $833K | Buy |
|
|||||
|
2022
Q4 | $752K | Buy |
|
|||||
|
2022
Q3 | $658K | Buy |
|
|||||
|
2022
Q2 | $687K | Buy |
|
|||||
|
2022
Q1 | $658K | Sell |
|
|||||
|
2021
Q4 | $700K | Buy |
|
|||||
|
2021
Q3 | $621K | Sell |
|
|||||
|
2021
Q2 | $648K | Sell |
|
|||||
|
2021
Q1 | $606K | Buy |
|
|||||
|
2020
Q4 | $518K | Sell |
|
|||||
|
2020
Q3 | $643K | Buy |
|
|||||
|
2020
Q2 | $592K | Buy |
|
|||||
|
2020
Q1 | $428K | Sell |
|
|||||
|
2019
Q4 | $573K | Sell |
|
|||||
|
2019
Q3 | $611K | Sell |
|
|||||
|
2019
Q2 | $777K | Buy |
|
|||||
|
2019
Q1 | $594K | Buy |
|
|||||
|
2018
Q4 | $484K | Buy |
|