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CBFP
Cedar Brook Financial Partners’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Cedar Brook Financial Partners’s Portfolio
VTIP Stock Details
VTIP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-11,630
Closed
-$557K
–
411
2024
Q1
$557K
Buy
11,630
+651
+6%
+$31K
0.11%
194
2023
Q4
$522K
Sell
10,979
-696
-6%
-$33K
0.12%
185
2023
Q3
$552K
Buy
11,675
+1,186
+11%
+$56K
0.14%
155
2023
Q2
$497K
Buy
10,489
+6
+0.1%
+$286
0.12%
181
2023
Q1
$501K
Buy
10,483
+26
+0.2%
+$1.22K
0.13%
182
2022
Q4
$488K
Buy
10,457
+678
+7%
+$32.3K
0.14%
177
2022
Q3
$470K
Sell
9,779
-151
-2%
-$7.48K
0.15%
171
2022
Q2
$498K
Buy
9,930
+594
+6%
+$30K
0.16%
164
2022
Q1
$478K
Buy
9,336
+1,660
+22%
+$85.1K
0.12%
190
2021
Q4
$395K
Buy
7,676
+100
+1%
+$5.2K
0.1%
219
2021
Q3
$398K
Buy
7,576
+1,065
+16%
+$55.9K
0.12%
198
2021
Q2
$341K
Buy
+6,511
New
+$339K
0.1%
240
2020
Q4
–
Sell
-4,177
Closed
-$213K
–
340
2020
Q3
$213K
Buy
+4,177
New
+$212K
0.08%
265
2019
Q4
–
Sell
-4,624
Closed
-$227K
–
327
2019
Q3
$227K
Buy
4,624
+43
+0.9%
+$2.13K
0.1%
255
2019
Q2
$226K
Buy
4,581
+212
+5%
+$10.4K
0.1%
255
2019
Q1
$213K
Buy
+4,369
New
+$211K
0.1%
262
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1-Year Est. Return
VA
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CA
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1-Year Est. Return
HWA
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$2.56B AUM
19.48%
1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
EWM
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$6.82B AUM
30.02%
1-Year Est. Return
Betterment LLC
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$52.8B AUM
15.34%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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