Cedar Brook Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,522
| Closed | -$416K | – | 59 |
|
|
2024
Q1 | $416K | Hold |
5,522
| – | – | 0.08% | 236 |
|
|
2023
Q4 | $420K | Buy |
5,522
+741
| +15% | +$56.4K | 0.09% | 218 |
|
|
2023
Q3 | $346K | Buy |
4,781
+148
| +3% | +$10.7K | 0.09% | 225 |
|
|
2023
Q2 | $349K | Buy |
4,633
+7
| +0.2% | +$527 | 0.08% | 252 |
|
|
2023
Q1 | $355K | Buy |
4,626
+24
| +0.5% | +$1.84K | 0.09% | 239 |
|
|
2022
Q4 | $342K | Sell |
4,602
-567
| -11% | -$42.1K | 0.1% | 240 |
|
|
2022
Q3 | $380K | Buy |
5,169
+356
| +7% | +$26.2K | 0.12% | 197 |
|
|
2022
Q2 | $374K | Sell |
4,813
-1,084
| -18% | -$84.2K | 0.12% | 200 |
|
|
2022
Q1 | $483K | Buy |
5,897
+72
| +1% | +$5.9K | 0.13% | 184 |
|
|
2021
Q4 | $510K | Sell |
5,825
-976
| -14% | -$85.5K | 0.13% | 183 |
|
|
2021
Q3 | $608K | Sell |
6,801
-350
| -5% | -$31.3K | 0.18% | 137 |
|
|
2021
Q2 | $643K | Buy |
7,151
+71
| +1% | +$6.38K | 0.19% | 136 |
|
|
2021
Q1 | $628K | Buy |
7,080
+971
| +16% | +$86.1K | 0.22% | 115 |
|
|
2020
Q4 | $567K | Buy |
6,109
+822
| +16% | +$76.3K | 0.2% | 124 |
|
|
2020
Q3 | $494K | Sell |
5,287
-355
| -6% | -$33.2K | 0.19% | 136 |
|
|
2020
Q2 | $526K | Sell |
5,642
-119
| -2% | -$11.1K | 0.23% | 123 |
|
|
2020
Q1 | $515K | Buy |
+5,761
| New | +$515K | 0.29% | 104 |
|