Cedar Brook Financial Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,630
| Closed | -$557K | – | 411 |
|
|
2024
Q1 | $557K | Buy |
11,630
+651
| +6% | +$31.2K | 0.11% | 194 |
|
|
2023
Q4 | $522K | Sell |
10,979
-696
| -6% | -$33.1K | 0.12% | 185 |
|
|
2023
Q3 | $552K | Buy |
11,675
+1,186
| +11% | +$56.1K | 0.14% | 155 |
|
|
2023
Q2 | $497K | Buy |
10,489
+6
| +0.1% | +$285 | 0.12% | 181 |
|
|
2023
Q1 | $501K | Buy |
10,483
+26
| +0.2% | +$1.24K | 0.13% | 182 |
|
|
2022
Q4 | $488K | Buy |
10,457
+678
| +7% | +$31.7K | 0.14% | 177 |
|
|
2022
Q3 | $470K | Sell |
9,779
-151
| -2% | -$7.26K | 0.15% | 171 |
|
|
2022
Q2 | $498K | Buy |
9,930
+594
| +6% | +$29.8K | 0.16% | 164 |
|
|
2022
Q1 | $478K | Buy |
9,336
+1,660
| +22% | +$85K | 0.12% | 190 |
|
|
2021
Q4 | $395K | Buy |
7,676
+100
| +1% | +$5.15K | 0.1% | 219 |
|
|
2021
Q3 | $398K | Buy |
7,576
+1,065
| +16% | +$55.9K | 0.12% | 198 |
|
|
2021
Q2 | $341K | Buy |
+6,511
| New | +$341K | 0.1% | 240 |
|
|
2020
Q4 | – | Sell |
-4,177
| Closed | -$213K | – | 340 |
|
|
2020
Q3 | $213K | Buy |
+4,177
| New | +$213K | 0.08% | 265 |
|
|
2019
Q4 | – | Sell |
-4,624
| Closed | -$227K | – | 326 |
|
|
2019
Q3 | $227K | Buy |
4,624
+43
| +0.9% | +$2.11K | 0.1% | 255 |
|
|
2019
Q2 | $226K | Buy |
4,581
+212
| +5% | +$10.5K | 0.1% | 255 |
|
|
2019
Q1 | $213K | Buy |
+4,369
| New | +$213K | 0.1% | 262 |
|