Cedar Brook Financial Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,627
| Closed | -$855K | – | 405 |
|
|
2024
Q1 | $855K | Buy |
3,627
+3
| +0.1% | +$707 | 0.17% | 141 |
|
|
2023
Q4 | $783K | Buy |
3,624
+71
| +2% | +$15.3K | 0.17% | 133 |
|
|
2023
Q3 | $692K | Sell |
3,553
-13
| -0.4% | -$2.53K | 0.18% | 130 |
|
|
2023
Q2 | $734K | Buy |
3,566
+2
| +0.1% | +$412 | 0.17% | 130 |
|
|
2023
Q1 | $695K | Sell |
3,564
-11
| -0.3% | -$2.14K | 0.18% | 135 |
|
|
2022
Q4 | $643K | Sell |
3,575
-158
| -4% | -$28.4K | 0.18% | 139 |
|
|
2022
Q3 | $637K | Buy |
3,733
+56
| +2% | +$9.55K | 0.2% | 129 |
|
|
2022
Q2 | $645K | Buy |
3,677
+120
| +3% | +$21.1K | 0.2% | 130 |
|
|
2022
Q1 | $792K | Sell |
3,557
-108
| -3% | -$24K | 0.21% | 121 |
|
|
2021
Q4 | $933K | Buy |
3,665
+4
| +0.1% | +$1.02K | 0.24% | 99 |
|
|
2021
Q3 | $865K | Sell |
3,661
-63
| -2% | -$14.9K | 0.26% | 98 |
|
|
2021
Q2 | $880K | Sell |
3,724
-151
| -4% | -$35.7K | 0.25% | 100 |
|
|
2021
Q1 | $832K | Sell |
3,875
-119
| -3% | -$25.6K | 0.29% | 88 |
|
|
2020
Q4 | $847K | Buy |
3,994
+266
| +7% | +$56.4K | 0.3% | 87 |
|
|
2020
Q3 | $672K | Buy |
3,728
+6
| +0.2% | +$1.08K | 0.26% | 108 |
|
|
2020
Q2 | $614K | Sell |
3,722
-313
| -8% | -$51.6K | 0.27% | 110 |
|
|
2020
Q1 | $511K | Sell |
4,035
-2,927
| -42% | -$371K | 0.28% | 105 |
|
|
2019
Q4 | $1.11M | Sell |
6,962
-78
| -1% | -$12.4K | 0.47% | 64 |
|
|
2019
Q3 | $1.04M | Buy |
7,040
+197
| +3% | +$29.2K | 0.46% | 64 |
|
|
2019
Q2 | $1.02M | Sell |
6,843
-280
| -4% | -$41.8K | 0.47% | 61 |
|
|
2019
Q1 | $1.02M | Buy |
7,123
+120
| +2% | +$17.1K | 0.49% | 58 |
|
|
2018
Q4 | $838K | Buy |
+7,003
| New | +$838K | 0.51% | 60 |
|