Cedar Brook Financial Partners, LLC Vanguard Mid Cap Growth Index Transaction History

Cedar Brook Financial Partners, LLC

$698 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$212.21 - $235.79 $636 - $707	3 Added 0.08%	3,627 $855,000
Q4 2023 Jan 12, 2024	BUY	$180.9 - $221.2 $12,843 - $15,705	71 Added 2.0%	3,624 $795,000
Q3 2023 Oct 17, 2023	SELL	$191.65 - $213.93 $2,491 - $2,781	-13 Reduced 0.36%	3,553 $692,000
Q2 2023 Jul 05, 2023	BUY	$186.22 - $205.77 $372 - $411	2 Added 0.06%	3,566 $733,000
Q1 2023 Apr 04, 2023	SELL	$177.43 - $203.61 $1,951 - $2,239	-11 Reduced 0.31%	3,564 $694,000
Q4 2022 Feb 01, 2023	SELL	$165.84 - $193.83 $26,202 - $30,625	-158 Reduced 4.23%	3,575 $642,000
Q3 2022 Jan 03, 2023	BUY	$170.12 - $208.72 $9,526 - $11,688	56 Added 1.52%	3,733 $0
Q2 2022 Aug 12, 2022	BUY	$167.96 - $227.2 $20,155 - $27,264	120 Added 3.37%	3,677 $645,000
Q1 2022 Apr 06, 2022	SELL	$199.76 - $251.37 $21,574 - $27,147	-108 Reduced 2.95%	3,557 $792,000
Q4 2021 Jan 27, 2022	BUY	$234.3 - $265.79 $937 - $1,063	4 Added 0.11%	3,665 $933,000
Q3 2021 Nov 01, 2021	SELL	$230.42 - $251.05 $14,516 - $15,816	-63 Reduced 1.69%	3,661 $865,000
Q2 2021 Aug 16, 2021	SELL	$210.91 - $237.31 $31,847 - $35,833	-151 Reduced 3.9%	3,724 $880,000
Q1 2021 May 11, 2021	SELL	$204.75 - $230.34 $24,365 - $27,410	-119 Reduced 2.98%	3,875 $832,000
Q4 2020 Feb 12, 2021	BUY	$178.76 - $215.29 $47,550 - $57,267	266 Added 7.14%	3,994 $847,000
Q3 2020 Nov 09, 2020	BUY	$166.29 - $188.98 $997 - $1,133	6 Added 0.16%	3,728 $0
Q2 2020 Aug 05, 2020	SELL	$120.77 - $169.89 $37,801 - $53,175	-313 Reduced 7.76%	3,722 $614,000
Q1 2020 May 07, 2020	SELL	$108.51 - $170.49 $317,608 - $499,024	-2,927 Reduced 42.04%	4,035 $511,000
Q4 2019 Feb 06, 2020	SELL	$144.1 - $159.03 $11,239 - $12,404	-78 Reduced 1.11%	6,962 $1.11 Million
Q3 2019 Oct 24, 2019	BUY	$147.12 - $150.91 $28,982 - $29,729	197 Added 2.88%	7,040 $1.04 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-280 Reduced 3.93%	6,843 $1.02 Million
Q1 2019 May 08, 2019	BUY	N/A	120 Added 1.71%	7,123 $1.02 Million
Q4 2018 Feb 11, 2019	BUY	N/A	7,003 New	7,003 $0

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# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

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