Cedar Brook Financial Partners, LLC Vanguard S&P 500 Value ETF Transaction History

Cedar Brook Financial Partners, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$165.39 - $180.47 $661 - $721	4 Added 0.24%	1,682 $303,000
Q4 2023 Jan 12, 2024	BUY	$142.76 - $168.38 $1,570 - $1,852	11 Added 0.66%	1,678 $281,000
Q3 2023 Oct 17, 2023	SELL	$148.69 - $161.15 $40,592 - $43,993	-273 Reduced 14.07%	1,667 $247,000
Q1 2023 Apr 04, 2023	BUY	$139.24 - $154.09 $696 - $770	5 Added 0.26%	1,940 $284,000
Q4 2022 Feb 01, 2023	BUY	$125.37 - $146.73 $2,256 - $2,641	18 Added 0.94%	1,935 $271,000
Q2 2022 Aug 12, 2022	BUY	$129.51 - $153.39 $906 - $1,073	7 Added 0.37%	1,917 $255,000
Q1 2022 Apr 06, 2022	BUY	$142.52 - $153.78 $39,335 - $42,443	276 Added 16.89%	1,910 $288,000
Q4 2021 Jan 27, 2022	BUY	$141.09 - $151.6 $1,551 - $1,667	11 Added 0.68%	1,634 $247,000
Q3 2021 Nov 01, 2021	SELL	$138.92 - $146.94 $7,779 - $8,228	-56 Reduced 3.34%	1,623 $228,000
Q2 2021 Aug 16, 2021	SELL	$137.53 - $146.32 $13,065 - $13,900	-95 Reduced 5.36%	1,679 $239,000
Q4 2020 Feb 12, 2021	BUY	$106.35 - $123.99 $188,664 - $219,958	1,774 New	1,774 $219,000
Q1 2020 May 07, 2020	SELL	$79.29 - $127.26 $162,227 - $260,373	-2,046 Closed	0 $0
Q4 2019 Feb 06, 2020	SELL	$111.31 - $125.71 $9,350 - $10,559	-84 Reduced 3.94%	2,046 $257,000
Q3 2019 Oct 24, 2019	BUY	$114.39 - $116.66 $243,650 - $248,485	2,130 New	2,130 $245,000

360

12.3M

4.3K

1.2K

Get notified when there are updates to the investment portfolio of Cedar Brook Financial Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Cedar Brook Financial Partners, LLC with notifications on news.