Cedar Brook Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,991
| Closed | -$306K | – | 65 |
|
|
2024
Q1 | $306K | Buy |
3,991
+68
| +2% | +$5.21K | 0.06% | 306 |
|
|
2023
Q4 | $302K | Sell |
3,923
-347
| -8% | -$26.7K | 0.07% | 291 |
|
|
2023
Q3 | $321K | Buy |
4,270
+1,340
| +46% | +$101K | 0.08% | 240 |
|
|
2023
Q2 | $221K | Sell |
2,930
-73
| -2% | -$5.52K | 0.05% | 352 |
|
|
2023
Q1 | $230K | Buy |
3,003
+43
| +1% | +$3.29K | 0.06% | 328 |
|
|
2022
Q4 | $223K | Sell |
2,960
-309
| -9% | -$23.3K | 0.06% | 328 |
|
|
2022
Q3 | $245K | Buy |
3,269
+13
| +0.4% | +$973 | 0.08% | 279 |
|
|
2022
Q2 | $250K | Buy |
+3,256
| New | +$250K | 0.08% | 276 |
|