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Cedar Brook Financial Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Cedar Brook Financial Partners’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$5.99K 0.18% 131
2023
Q3 		$786K Sell
10,462
-937
-8% -$70.7K 0.21% 118
2023
Q2 		$862K Sell
11,399
-946
-8% -$71.9K 0.21% 116
2023
Q1 		$941K Sell
12,345
-1,594
-11% -$121K 0.24% 106
2022
Q4 		$1.05M Sell
13,939
-2,293
-14% -$171K 0.3% 92
2022
Q3 		$1.21M Sell
16,232
-2,737
-14% -$209K 0.39% 65
2022
Q2 		$1.45M Sell
18,969
-1,113
-6% -$85.5K 0.45% 59
2022
Q1 		$1.57M Buy
20,082
+2,344
+13% +$186K 0.41% 58
2021
Q4 		$1.44M Sell
17,738
-651
-4% -$53.2K 0.37% 66
2021
Q3 		$1.51M Sell
18,389
-78
-0.4% -$6.45K 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% +$455K 0.49% 48
2020
Q4 		$982K Buy
11,797
+1,584
+16% +$131K 0.35% 75
2020
Q3 		$846K Buy
10,213
+735
+8% +$60.9K 0.33% 82
2020
Q2 		$783K Sell
9,478
-981
-9% -$79.8K 0.35% 84
2020
Q1 		$827K Buy
10,459
+2,964
+40% +$238K 0.46% 63
2019
Q4 		$607K Buy
7,495
+621
+9% +$50.3K 0.26% 111
2019
Q3 		$557K Buy
6,874
+678
+11% +$54.8K 0.25% 129
2019
Q2 		$500K Sell
6,196
-1,024
-14% -$81.7K 0.23% 140
2019
Q1 		$576K Buy
7,220
+378
+6% +$29.8K 0.28% 115
2018
Q4 		$533K Buy
+6,842
New +$532K 0.32% 100

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 10,368 shares — an estimated $802K sold.

Cedar Brook Financial Partners first reported a position in VCSH in Q4 2018 and held it in 22 quarters. The position peaked at $1.57M in Q1 2022. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 10,368 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $802K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $1.57M in Q1 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

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