Cedar Brook Financial Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Cedar Brook Financial Partners’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-33,471	Closed	-$2.69M	–	382
2024 Q1	$2.69M	Buy	33,471 +2,217	+7%	+$178K	0.53%	46
2023 Q4	$2.53M	Buy	31,254 +2,303	+8%	+$178K	0.56%	41
2023 Q3	$2.2M	Buy	28,951 +2,404	+9%	+$187K	0.57%	42
2023 Q2	$2.1M	Sell	26,547 -245	-0.9%	-$19.5K	0.5%	45
2023 Q1	$2.15M	Buy	26,792 +1,200	+5%	+$95.1K	0.55%	40
2022 Q4	$1.98M	Buy	25,592 +4,150	+19%	+$319K	0.56%	41
2022 Q3	$1.62M	Buy	21,442 +243	+1%	+$19.5K	0.52%	45
2022 Q2	$1.7M	Sell	21,199 -201	-0.9%	-$16.4K	0.53%	45
2022 Q1	$1.84M	Buy	21,400 +3,620	+20%	+$321K	0.48%	50
2021 Q4	$1.65M	Buy	17,780 +1,756	+11%	+$164K	0.42%	56
2021 Q3	$1.51M	Buy	16,024 +2,303	+17%	+$220K	0.45%	56
2021 Q2	$1.3M	Buy	+13,721	New	+$1.29M	0.38%	70

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cedar Brook Financial Partners's VCIT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 33,471 shares — an estimated $2.69M sold.

Cedar Brook Financial Partners first reported a position in VCIT in Q2 2021 and held it in 12 quarters. The position peaked at $2.69M in Q1 2024. 1,057 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 33,471 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $2.69M.
Cedar Brook Financial Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
Cedar Brook Financial Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.69M in Q1 2024.
1,057 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.