CWM
Cedar Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,827
| Closed | -$766K | – | 204 |
|
|
2024
Q4 | $766K | Hold |
15,827
| – | – | 0.28% | 34 |
|
|
2024
Q3 | $780K | Hold |
15,827
| – | – | 0.24% | 51 |
|
|
2024
Q2 | $768K | Sell |
15,827
-4,470
| -22% | -$217K | 0.25% | 53 |
|
|
2024
Q1 | $972K | Buy |
20,297
+131
| +0.6% | +$6.27K | 0.32% | 41 |
|
|
2023
Q4 | $958K | Buy |
20,166
+407
| +2% | +$19.3K | 0.35% | 38 |
|
|
2023
Q3 | $934K | Buy |
19,759
+381
| +2% | +$18K | 0.37% | 36 |
|
|
2023
Q2 | $919K | Buy |
19,378
+360
| +2% | +$17.1K | 0.36% | 36 |
|
|
2023
Q1 | $909K | Buy |
19,018
+8,757
| +85% | +$419K | 0.37% | 37 |
|
|
2022
Q4 | $479K | Sell |
10,261
-18,782
| -65% | -$877K | 0.24% | 62 |
|
|
2022
Q3 | $1.4M | Sell |
29,043
-1,056
| -4% | -$50.8K | 0.69% | 25 |
|
|
2022
Q2 | $1.51M | Buy |
30,099
+1,437
| +5% | +$72K | 0.69% | 27 |
|
|
2022
Q1 | $1.47M | Buy |
28,662
+933
| +3% | +$47.8K | 0.59% | 33 |
|
|
2021
Q4 | $1.43M | Buy |
27,729
+210
| +0.8% | +$10.8K | 0.58% | 37 |
|
|
2021
Q3 | $1.45M | Buy |
27,519
+199
| +0.7% | +$10.5K | 0.64% | 29 |
|
|
2021
Q2 | $1.43M | Buy |
27,320
+217
| +0.8% | +$11.4K | 0.65% | 31 |
|
|
2021
Q1 | $1.4M | Buy |
27,103
+276
| +1% | +$14.2K | 0.7% | 28 |
|
|
2020
Q4 | $1.37M | Buy |
26,827
+460
| +2% | +$23.5K | 0.74% | 26 |
|
|
2020
Q3 | $1.35M | Buy |
26,367
+90
| +0.3% | +$4.59K | 0.84% | 21 |
|
|
2020
Q2 | $1.32M | Hold |
26,277
| – | – | 0.89% | 17 |
|
|
2020
Q1 | $1.28M | Sell |
26,277
-40,399
| -61% | -$1.97M | 0.86% | 14 |
|
|
2019
Q4 | $3.29M | Buy |
66,676
+161
| +0.2% | +$7.94K | 1.94% | 6 |
|
|
2019
Q3 | $3.26M | Sell |
66,515
-1,063
| -2% | -$52.1K | 2.18% | 6 |
|
|
2019
Q2 | $3.33M | Sell |
67,578
-392
| -0.6% | -$19.3K | 2.16% | 6 |
|
|
2019
Q1 | $3.31M | Hold |
67,970
| – | – | 2.07% | 6 |
|
|
2018
Q4 | $3.26M | Sell |
67,970
-5,904
| -8% | -$283K | 2.34% | 6 |
|
|
2018
Q3 | $3.57M | Hold |
73,874
| – | – | 1.88% | 6 |
|
|
2018
Q2 | $3.61M | Buy |
73,874
+14,189
| +24% | +$693K | 2.02% | 6 |
|
|
2018
Q1 | $2.92M | Hold |
59,685
| – | – | 1.81% | 6 |
|
|
2017
Q4 | $2.91M | Buy |
59,685
+1,895
| +3% | +$92.5K | 1.74% | 6 |
|
|
2017
Q3 | $2.86M | Buy |
57,790
+24,980
| +76% | +$1.24M | 1.7% | 7 |
|
|
2017
Q2 | $1.62M | Buy |
32,810
+6,155
| +23% | +$303K | 1.05% | 8 |
|
|
2017
Q1 | $1.32M | Buy |
26,655
+21,130
| +382% | +$1.05M | 0.81% | 10 |
|
|
2016
Q4 | $272K | Buy |
+5,525
| New | +$272K | 0.19% | 34 |
|