Cedar Brook Financial Partners’s Vanguard Large-Cap ETF VV 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 | $1.68M | Buy |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.29M | Hold |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $837K | Buy |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $345K | Buy |
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