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CBFP
Cedar Brook Financial Partners’s
Vanguard Total International Stock ETF
VXUS
Stock Holding History
Cedar Brook Financial Partners’s Portfolio
VXUS Stock Details
VXUS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-47,044
Closed
-$2.84M
–
417
2024
Q1
$2.84M
Buy
47,044
+2,820
+6%
+$164K
0.56%
45
2023
Q4
$2.53M
Buy
44,224
+1,374
+3%
+$75K
0.56%
42
2023
Q3
$2.29M
Buy
42,850
+4,992
+13%
+$279K
0.6%
40
2023
Q2
$2.12M
Buy
37,858
+157
+0.4%
+$8.78K
0.51%
44
2023
Q1
$2.08M
Buy
37,701
+745
+2%
+$40.7K
0.53%
42
2022
Q4
$1.91M
Buy
36,956
+1,187
+3%
+$59.4K
0.54%
43
2022
Q3
$1.64M
Sell
35,769
-2,470
-6%
-$126K
0.53%
43
2022
Q2
$1.97M
Buy
38,239
+6,288
+20%
+$349K
0.62%
36
2022
Q1
$1.91M
Buy
31,951
+7,415
+30%
+$451K
0.5%
47
2021
Q4
$1.56M
Sell
24,536
-191
-0.8%
-$12.3K
0.4%
62
2021
Q3
$1.56M
Buy
24,727
+4,864
+24%
+$317K
0.47%
53
2021
Q2
$1.3M
Buy
19,863
+16,670
+522%
+$1.09M
0.38%
69
2021
Q1
$200K
Buy
+3,193
New
+$200K
0.07%
310
2020
Q4
–
Sell
-9,778
Closed
-$510K
–
341
2020
Q3
$510K
Buy
9,778
+18
+0.2%
+$944
0.2%
134
2020
Q2
$480K
Sell
9,760
-687
-7%
-$31.7K
0.21%
132
2020
Q1
$438K
Buy
10,447
+9
+0.1%
+$457
0.24%
120
2019
Q4
$581K
Buy
10,438
+2,291
+28%
+$123K
0.25%
115
2019
Q3
$421K
Buy
8,147
+7
+0.1%
+$361
0.19%
166
2019
Q2
$429K
Buy
+8,140
New
+$425K
0.2%
161
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1-Year Est. Return
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1-Year Est. Return
HWM
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$15.5B AUM
18.35%
1-Year Est. Return
Cetera Investment Advisers
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$94B AUM
20.14%
1-Year Est. Return
WANY
Wealthspire Advisors (New York)
New York
$12.7B AUM
17.31%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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