Ownership history in Cedar Wealth Management, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Cedar Wealth Management, LLC reported a position in VANGUARD WORLD FD (ESGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 202,365 | -186 | -0.1% | 7.32% | $24.5M | $120.65 |
| 2025 Q3 | UNCHANGED | 202,551 | — | 0% | 7.35% | $24.0M | $117.84 |
| 2025 Q2 | UNCHANGED | 202,551 | — | 0% | 7.52% | $22.2M | $108.83 |
| 2025 Q1 | REDUCED | 202,551 | -3,654 | -1.8% | 7.06% | $19.8M | $96.99 |
| 2024 Q4 | REDUCED | 206,205 | -837 | -0.4% | 7.82% | $21.6M | $103.58 |
| 2024 Q3 | ADDED | 207,042 | +5 | +0.0% | 6.53% | $21.0M | $100.10 |
| 2024 Q2 | REDUCED | 207,037 | -1,020 | -0.5% | 6.49% | $20.0M | $94.88 |
| 2024 Q1 | REDUCED | 208,057 | -5,799 | -2.7% | 6.38% | $19.4M | $91.23 |
| 2023 Q4 | REDUCED | 213,856 | -32,678 | -13.3% | 6.62% | $18.2M | $83.07 |
| 2023 Q3 | REDUCED | 246,534 | -857 | -0.3% | 7.33% | $18.5M | $73.18 |
As of 2025 Q4 — sorted by position size