APIM
Agate Pass Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
33,464
+1,530
| +5% | +$122K | 1.09% | 32 |
|
|
2025
Q1 | $2.52M | Sell |
31,934
-47
| -0.1% | -$3.71K | 1.08% | 27 |
|
|
2024
Q4 | $2.49M | Sell |
31,981
-49
| -0.2% | -$3.82K | 1.13% | 26 |
|
|
2024
Q3 | $2.54M | Sell |
32,030
-756
| -2% | -$60K | 1.27% | 24 |
|
|
2024
Q2 | $2.53M | Buy |
32,786
+2,295
| +8% | +$177K | 1.35% | 24 |
|
|
2024
Q1 | $2.36M | Sell |
30,491
-1,611
| -5% | -$125K | 1.26% | 25 |
|
|
2023
Q4 | $2.48M | Sell |
32,102
-12,626
| -28% | -$977K | 1.44% | 22 |
|
|
2023
Q3 | $3.36M | Sell |
44,728
-3,323
| -7% | -$250K | 2.28% | 11 |
|
|
2023
Q2 | $3.64M | Sell |
48,051
-1,439
| -3% | -$109K | 2.21% | 10 |
|
|
2023
Q1 | $3.77M | Buy |
49,490
+373
| +0.8% | +$28.4K | 2.47% | 9 |
|
|
2022
Q4 | $3.69M | Buy |
49,117
+2,554
| +5% | +$192K | 2.61% | 9 |
|
|
2022
Q3 | $3.46M | Buy |
46,563
+1,596
| +4% | +$119K | 2.64% | 9 |
|
|
2022
Q2 | $3.43M | Sell |
44,967
-22
| -0% | -$1.68K | 2.41% | 10 |
|
|
2022
Q1 | $3.51M | Buy |
44,989
+1,477
| +3% | +$115K | 2.19% | 11 |
|
|
2021
Q4 | $3.54M | Buy |
+43,512
| New | +$3.54M | 2.2% | 11 |
|