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

Cedar Brook Financial Partners’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,682
Closed -$304K – 404
2024
Q1 		$304K Buy
1,682
+4
+0.2% +$687 0.06% 310
2023
Q4 		$281K Buy
1,678
+11
+0.7% +$1.71K 0.06% 307
2023
Q3 		$248K Sell
1,667
-273
-14% -$42.6K 0.06% 296
2023
Q2 		$302K Hold
1,940
– – 0.07% 281
2023
Q1 		$285K Buy
1,940
+5
+0.3% +$730 0.07% 275
2022
Q4 		$271K Buy
1,935
+18
+0.9% +$2.48K 0.08% 283
2022
Q3 		$238K Hold
1,917
– – 0.08% 288
2022
Q2 		$255K Buy
1,917
+7
+0.4% +$1K 0.08% 271
2022
Q1 		$288K Buy
1,910
+276
+17% +$41.1K 0.07% 292
2021
Q4 		$247K Buy
1,634
+11
+0.7% +$1.62K 0.06% 322
2021
Q3 		$228K Sell
1,623
-56
-3% -$8.07K 0.07% 305
2021
Q2 		$239K Sell
1,679
-95
-5% -$13.5K 0.07% 317
2021
Q1 		$242K Hold
1,774
– – 0.08% 273
2020
Q4 		$219K Buy
+1,774
New +$208K 0.08% 286
2020
Q1 		– Sell
-2,046
Closed -$257K – 303
2019
Q4 		$257K Sell
2,046
-84
-4% -$10.1K 0.11% 234
2019
Q3 		$245K Buy
+2,130
New +$241K 0.11% 236

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2024, closing a stake of 1,682 shares — an estimated $304K sold.

Cedar Brook Financial Partners first reported a position in VOOV in Q3 2019 and held it in 16 quarters. The position peaked at $304K in Q1 2024. 329 funds tracked by Wall St. Rank hold VOOV as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,682 Vanguard S&P 500 Value ETF shares in Q2 2024, an estimated $304K.
  • Cedar Brook Financial Partners first reported a position in Vanguard S&P 500 Value ETF in Q3 2019 and held it in 16 quarters.
  • Cedar Brook Financial Partners's Vanguard S&P 500 Value ETF position peaked at $304K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2024.

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