CBFP
Cedar Brook Financial Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$186K | 0.56% | 41 |
|
|
2023
Q3 | $2.2M | Buy |
28,951
+2,404
| +9% | +$183K | 0.57% | 42 |
|
|
2023
Q2 | $2.1M | Sell |
26,547
-245
| -0.9% | -$19.4K | 0.5% | 45 |
|
|
2023
Q1 | $2.15M | Buy |
26,792
+1,200
| +5% | +$96.3K | 0.55% | 40 |
|
|
2022
Q4 | $1.98M | Buy |
25,592
+4,150
| +19% | +$322K | 0.56% | 41 |
|
|
2022
Q3 | $1.62M | Buy |
21,442
+243
| +1% | +$18.4K | 0.52% | 45 |
|
|
2022
Q2 | $1.7M | Sell |
21,199
-201
| -0.9% | -$16.1K | 0.53% | 45 |
|
|
2022
Q1 | $1.84M | Buy |
21,400
+3,620
| +20% | +$311K | 0.48% | 50 |
|
|
2021
Q4 | $1.65M | Buy |
17,780
+1,756
| +11% | +$163K | 0.42% | 56 |
|
|
2021
Q3 | $1.51M | Buy |
16,024
+2,303
| +17% | +$217K | 0.45% | 56 |
|
|
2021
Q2 | $1.3M | Buy |
+13,721
| New | +$1.3M | 0.38% | 70 |
|