Cedar Brook Financial Partners’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Cedar Brook Financial Partners’s Portfolio VSGX Stock Details VSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,008	Closed	-$229K	–	395
2022 Q1	$229K	Buy	4,008 +2	+0%	+$117	0.06%	330
2021 Q4	$248K	Buy	4,006 +54	+1%	+$3.38K	0.06%	321
2021 Q3	$244K	Sell	3,952 -216	-5%	-$13.8K	0.07%	285
2021 Q2	$267K	Sell	4,168 -564	-12%	-$36K	0.08%	297
2021 Q1	$290K	Buy	4,732 +178	+4%	+$11K	0.1%	230
2020 Q4	$270K	Buy	4,554 +7	+0.2%	+$388	0.1%	236
2020 Q3	$235K	Sell	4,547 -1,097	-19%	-$56.4K	0.09%	242
2020 Q2	$271K	Sell	5,644 -14	-0.2%	-$633	0.12%	208
2020 Q1	$233K	Buy	+5,658	New	+$279K	0.13%	202

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Cedar Brook Financial Partners's VSGX Position: Q2 2022 in Review

Cedar Brook Financial Partners sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2022, closing a stake of 4,008 shares — an estimated $229K sold.

Cedar Brook Financial Partners first reported a position in VSGX in Q1 2020 and held it in 9 quarters. The position peaked at $290K in Q1 2021. 254 funds tracked by Wall St. Rank hold VSGX as of Q2 2022.

Cedar Brook Financial Partners reported no remaining Vanguard ESG International Stock ETF position as of Q2 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 4,008 Vanguard ESG International Stock ETF shares in Q2 2022, an estimated $229K.
Cedar Brook Financial Partners first reported a position in Vanguard ESG International Stock ETF in Q1 2020 and held it in 9 quarters.
Cedar Brook Financial Partners's Vanguard ESG International Stock ETF position peaked at $290K in Q1 2021.
254 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2022, filed 12 Aug 2022.