Cedar Brook Financial Partners’s Vanguard Total Stock Market ETF VTI 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 | $5.87M | Buy |
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|
2023
Q4 | $4.92M | Buy |
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $3.98M | Buy |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $3.42M | Sell |
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|
2022
Q3 | $3.37M | Buy |
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|
2022
Q2 | $3.43M | Sell |
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|
2022
Q1 | $4.21M | Sell |
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|
2021
Q4 | $4.93M | Buy |
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|
2021
Q3 | $4.39M | Buy |
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|
2021
Q2 | $3.94M | Buy |
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|
2021
Q1 | $3.46M | Buy |
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|
2020
Q4 | $2.99M | Sell |
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|
2020
Q3 | $2.95M | Sell |
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|
2020
Q2 | $2.72M | Buy |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $2.9M | Buy |
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|
2019
Q3 | $2.44M | Buy |
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|
2019
Q2 | $2.07M | Buy |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.51M | Buy |
|