Cedar Brook Financial Partners’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $714K | Sell |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $718K | Buy |
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|
2020
Q1 | $673K | Sell |
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|
2019
Q4 | $918K | Buy |
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|
2019
Q3 | $883K | Buy |
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|
2019
Q2 | $671K | Buy |
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|
2019
Q1 | $465K | Buy |
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