Number of Shares
69,573.00
Current Holdings Value*
$9.30 Mil
% of Portfolio
6.24%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
23.64%

Cedar Point Capital Partners, LLC's Vanguard U.S. Quality Factor ETF Holding Summary

As of 2025-03-31, Cedar Point Capital Partners, LLC held 69,573.00 shares of Vanguard U.S. Quality Factor ETF(VFQY), totaling $9.30 Mil. This investment constitutes 6.24% of their stock portfolio, and Cedar Point Capital Partners, LLC now holds 2.53% of the outstanding Vanguard U.S. Quality Factor ETF(VFQY) stock.

The initial trade took place in 2023Q4. And since then Cedar Point Capital Partners, LLC has made 3 purchases of VFQY, at an average price of $116.93, for a total of 72,978.00 shares. In addition, there have been 2 sales at an average price of $136.81 for 3,405.00 shares. Based on historical transaction data and VFQY's current price of $144.96, Cedar Point Capital Partners, LLC's estimated gain on his VFQY holdings is $2.02 Mil, reflecting a 23.64% gain to date.

Cedar Point Capital Partners, LLC VFQY ($144.96) Holding Chart

Cedar Point Capital Partners, LLC VFQY ($144.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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