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Cedar Brook Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cedar Brook Financial Partners’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100,669
Closed -$4.2M – 416
2024
Q1 		$4.2M Sell
100,669
-679
-0.7% -$27.7K 0.83% 25
2023
Q4 		$4.08M Buy
101,348
+4,243
+4% +$168K 0.91% 21
2023
Q3 		$3.81M Buy
97,105
+1,921
+2% +$78.4K 0.99% 19
2023
Q2 		$3.87M Buy
95,184
+6,236
+7% +$251K 0.92% 21
2023
Q1 		$3.59M Buy
88,948
+5,647
+7% +$230K 0.92% 20
2022
Q4 		$3.25M Buy
83,301
+53,225
+177% +$2.03M 0.91% 20
2022
Q3 		$1.1M Buy
30,076
+19,410
+182% +$788K 0.35% 72
2022
Q2 		$444K Sell
10,666
-1,765
-14% -$76.2K 0.14% 180
2022
Q1 		$573K Buy
12,431
+45
+0.4% +$2.17K 0.15% 162
2021
Q4 		$613K Buy
12,386
+448
+4% +$22.6K 0.16% 158
2021
Q3 		$597K Buy
11,938
+500
+4% +$25.8K 0.18% 141
2021
Q2 		$621K Sell
11,438
-1,101
-9% -$58.6K 0.18% 143
2021
Q1 		$653K Buy
12,539
+435
+4% +$23.2K 0.23% 111
2020
Q4 		$607K Sell
12,104
-7,048
-37% -$331K 0.21% 117
2020
Q3 		$828K Buy
19,152
+671
+4% +$29.2K 0.33% 83
2020
Q2 		$732K Sell
18,481
-10,888
-37% -$403K 0.33% 89
2020
Q1 		$985K Sell
29,369
-1,191
-4% -$48.6K 0.55% 51
2019
Q4 		$1.36M Buy
30,560
+5,047
+20% +$214K 0.58% 48
2019
Q3 		$1.03M Buy
25,513
+986
+4% +$40.7K 0.45% 67
2019
Q2 		$1.04M Buy
24,527
+564
+2% +$23.7K 0.48% 58
2019
Q1 		$1.02M Buy
23,963
+1,934
+9% +$79.6K 0.5% 57
2018
Q4 		$839K Buy
+22,029
New +$853K 0.51% 59

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cedar Brook Financial Partners's VWO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2024, closing a stake of 100,669 shares — an estimated $4.2M sold.

Cedar Brook Financial Partners first reported a position in VWO in Q4 2018 and held it in 22 quarters. The position peaked at $4.2M in Q1 2024. 2,051 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 100,669 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $4.2M.
  • Cedar Brook Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $4.2M in Q1 2024.
  • 2,051 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.