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

377

12.7M

4.3K

1.2K

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