Cedar Brook Financial Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,368
| Closed | -$802K | – | 385 |
|
|
2024
Q1 | $802K | Sell |
10,368
-173
| -2% | -$13.4K | 0.16% | 152 |
|
|
2023
Q4 | $817K | Buy |
10,541
+79
| +0.8% | +$6.12K | 0.18% | 131 |
|
|
2023
Q3 | $786K | Sell |
10,462
-937
| -8% | -$70.4K | 0.21% | 118 |
|
|
2023
Q2 | $862K | Sell |
11,399
-946
| -8% | -$71.6K | 0.21% | 116 |
|
|
2023
Q1 | $941K | Sell |
12,345
-1,594
| -11% | -$122K | 0.24% | 106 |
|
|
2022
Q4 | $1.05M | Sell |
13,939
-2,293
| -14% | -$172K | 0.3% | 92 |
|
|
2022
Q3 | $1.21M | Sell |
16,232
-2,737
| -14% | -$203K | 0.39% | 65 |
|
|
2022
Q2 | $1.45M | Sell |
18,969
-1,113
| -6% | -$84.9K | 0.45% | 59 |
|
|
2022
Q1 | $1.57M | Buy |
20,082
+2,344
| +13% | +$183K | 0.41% | 58 |
|
|
2021
Q4 | $1.44M | Sell |
17,738
-651
| -4% | -$52.9K | 0.37% | 66 |
|
|
2021
Q3 | $1.52M | Sell |
18,389
-78
| -0.4% | -$6.43K | 0.45% | 55 |
|
|
2021
Q2 | $1.53M | Buy |
18,467
+1,183
| +7% | +$97.8K | 0.44% | 53 |
|
|
2021
Q1 | $1.43M | Buy |
17,284
+5,487
| +47% | +$453K | 0.49% | 48 |
|
|
2020
Q4 | $982K | Buy |
11,797
+1,584
| +16% | +$132K | 0.35% | 75 |
|
|
2020
Q3 | $846K | Buy |
10,213
+735
| +8% | +$60.9K | 0.33% | 82 |
|
|
2020
Q2 | $783K | Sell |
9,478
-981
| -9% | -$81K | 0.35% | 84 |
|
|
2020
Q1 | $827K | Buy |
10,459
+2,964
| +40% | +$234K | 0.46% | 63 |
|
|
2019
Q4 | $607K | Buy |
7,495
+621
| +9% | +$50.3K | 0.26% | 111 |
|
|
2019
Q3 | $557K | Buy |
6,874
+678
| +11% | +$54.9K | 0.25% | 129 |
|
|
2019
Q2 | $500K | Sell |
6,196
-1,024
| -14% | -$82.6K | 0.23% | 140 |
|
|
2019
Q1 | $576K | Buy |
7,220
+378
| +6% | +$30.2K | 0.28% | 115 |
|
|
2018
Q4 | $533K | Buy |
+6,842
| New | +$533K | 0.32% | 100 |
|