Cedar Brook Financial Partners, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cedar Brook Financial Partners, LLC

$698 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 17, 2024	BUY	$83.14 - $93.19 $581 - $652	7 Added 0.23%	3,061 $285,000
Q4 2023 Jan 12, 2024	BUY	$71.95 - $85.41 $863 - $1,024	12 Added 0.39%	3,054 $259,000
Q3 2023 Oct 17, 2023	BUY	$74.65 - $81.1 $746 - $811	10 Added 0.33%	3,042 $228,000
Q2 2023 Jul 05, 2023	BUY	$70.39 - $78.35 $633 - $705	9 Added 0.3%	3,032 $237,000
Q1 2023 Apr 04, 2023	BUY	$65.27 - $73.55 $197,311 - $222,341	3,023 New	3,023 $216,000
Q2 2022 Aug 12, 2022	SELL	$63.97 - $82.17 $190,694 - $244,948	-2,981 Closed	0 $0
Q1 2022 Apr 06, 2022	BUY	$74.15 - $88.3 $444 - $529	6 Added 0.2%	2,981 $242,000
Q4 2021 Jan 27, 2022	BUY	$79.7 - $88.45 $717 - $796	9 Added 0.3%	2,975 $261,000
Q3 2021 Nov 01, 2021	SELL	$79.36 - $84.88 $7,936 - $8,488	-100 Reduced 3.26%	2,966 $237,000
Q2 2021 Aug 16, 2021	SELL	$74.71 - $80.04 $24,056 - $25,772	-322 Reduced 9.5%	3,066 $245,000
Q1 2021 May 11, 2021	BUY	$69.3 - $74.47 $234,788 - $252,304	3,388 New	3,388 $250,000

Others Institutions Holding ESGV

# of Institutions

545

Shares Held

27.3M

Call Options Held

700

Put Options Held

0

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