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

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