CWM
Cedar Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,945
| Closed | -$1.66M | – | 252 |
|
|
2024
Q3 | $1.66M | Buy |
20,945
+5,921
| +39% | +$470K | 0.52% | 29 |
|
|
2024
Q2 | $1.16M | Sell |
15,024
-19,540
| -57% | -$1.51M | 0.38% | 37 |
|
|
2024
Q1 | $2.67M | Buy |
34,564
+229
| +0.7% | +$17.7K | 0.88% | 19 |
|
|
2023
Q4 | $2.66M | Sell |
34,335
-7,346
| -18% | -$568K | 0.97% | 17 |
|
|
2023
Q3 | $3.13M | Sell |
41,681
-9,384
| -18% | -$705K | 1.24% | 15 |
|
|
2023
Q2 | $3.86M | Buy |
+51,065
| New | +$3.86M | 1.49% | 12 |
|
|
2022
Q2 | – | Sell |
-145
| Closed | -$11K | – | 376 |
|
|
2022
Q1 | $11K | Sell |
145
-12,408
| -99% | -$941K | ﹤0.01% | 288 |
|
|
2021
Q4 | $1.02M | Buy |
12,553
+1,349
| +12% | +$110K | 0.41% | 46 |
|
|
2021
Q3 | $923K | Buy |
11,204
+84
| +0.8% | +$6.92K | 0.41% | 47 |
|
|
2021
Q2 | $920K | Buy |
11,120
+5,292
| +91% | +$438K | 0.41% | 46 |
|
|
2021
Q1 | $481K | Buy |
5,828
+2,040
| +54% | +$168K | 0.24% | 75 |
|
|
2020
Q4 | $315K | Buy |
3,788
+300
| +9% | +$24.9K | 0.17% | 79 |
|
|
2020
Q3 | $289K | Sell |
3,488
-175
| -5% | -$14.5K | 0.18% | 77 |
|
|
2020
Q2 | $303K | Sell |
3,663
-324
| -8% | -$26.8K | 0.2% | 69 |
|
|
2020
Q1 | $315K | Sell |
3,987
-1,260
| -24% | -$99.5K | 0.21% | 56 |
|
|
2019
Q4 | $425K | Sell |
5,247
-175
| -3% | -$14.2K | 0.25% | 45 |
|
|
2019
Q3 | $439K | Buy |
5,422
+2,722
| +101% | +$220K | 0.29% | 33 |
|
|
2019
Q2 | $218K | Buy |
2,700
+645
| +31% | +$52.1K | 0.14% | 57 |
|
|
2019
Q1 | $164K | Buy |
2,055
+2,021
| +5,944% | +$161K | 0.1% | 61 |
|
|
2018
Q4 | $3K | Buy |
34
+31
| +1,033% | +$2.74K | ﹤0.01% | 155 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 229 |
|