BFIM
Beese Fulmer 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 | $12.6M | Buy |
158,806
+11,500
| +8% | +$914K | 0.94% | 38 |
|
|
2025
Q1 | $11.6M | Buy |
147,306
+12,843
| +10% | +$1.01M | 1% | 37 |
|
|
2024
Q4 | $10.5M | Buy |
134,463
+18,676
| +16% | +$1.46M | 0.89% | 41 |
|
|
2024
Q3 | $9.2M | Buy |
115,787
+9,135
| +9% | +$726K | 0.79% | 50 |
|
|
2024
Q2 | $8.24M | Buy |
106,652
+2,253
| +2% | +$174K | 0.75% | 48 |
|
|
2024
Q1 | $8.07M | Buy |
104,399
+1,934
| +2% | +$150K | 0.76% | 48 |
|
|
2023
Q4 | $7.93M | Sell |
102,465
-2,148
| -2% | -$166K | 0.82% | 44 |
|
|
2023
Q3 | $7.86M | Sell |
104,613
-21,365
| -17% | -$1.61M | 0.89% | 44 |
|
|
2023
Q2 | $9.53M | Sell |
125,978
-9,128
| -7% | -$691K | 1.03% | 38 |
|
|
2023
Q1 | $10.3M | Sell |
135,106
-19,002
| -12% | -$1.45M | 1.18% | 29 |
|
|
2022
Q4 | $11.6M | Sell |
154,108
-23,269
| -13% | -$1.75M | 1.39% | 22 |
|
|
2022
Q3 | $13.2M | Sell |
177,377
-2,983
| -2% | -$222K | 1.77% | 12 |
|
|
2022
Q2 | $13.8M | Sell |
180,360
-7,828
| -4% | -$597K | 1.76% | 10 |
|
|
2022
Q1 | $14.7M | Sell |
188,188
-7,303
| -4% | -$570K | 1.59% | 13 |
|
|
2021
Q4 | $15.9M | Sell |
195,491
-8,119
| -4% | -$660K | 1.65% | 13 |
|
|
2021
Q3 | $16.8M | Buy |
203,610
+9,657
| +5% | +$796K | 1.89% | 10 |
|
|
2021
Q2 | $16M | Buy |
193,953
+9,550
| +5% | +$790K | 1.82% | 12 |
|
|
2021
Q1 | $15.2M | Buy |
184,403
+4,761
| +3% | +$393K | 1.83% | 12 |
|
|
2020
Q4 | $15M | Buy |
179,642
+2,556
| +1% | +$213K | 1.91% | 11 |
|
|
2020
Q3 | $14.7M | Buy |
177,086
+5,259
| +3% | +$436K | 2.08% | 9 |
|
|
2020
Q2 | $14.2M | Buy |
171,827
+13,893
| +9% | +$1.15M | 2.09% | 8 |
|
|
2020
Q1 | $12.5M | Buy |
157,934
+11,663
| +8% | +$923K | 2.21% | 7 |
|
|
2019
Q4 | $11.9M | Buy |
146,271
+5,827
| +4% | +$472K | 1.66% | 12 |
|
|
2019
Q3 | $11.4M | Buy |
140,444
+11,245
| +9% | +$911K | 1.71% | 12 |
|
|
2019
Q2 | $10.4M | Buy |
129,199
+10,096
| +8% | +$815K | 1.97% | 9 |
|
|
2019
Q1 | $9.5M | Buy |
119,103
+1,758
| +1% | +$140K | 1.87% | 9 |
|
|
2018
Q4 | $9.15M | Sell |
117,345
-560
| -0.5% | -$43.6K | 2.06% | 10 |
|
|
2018
Q3 | $9.22M | Buy |
117,905
+3,544
| +3% | +$277K | 1.81% | 10 |
|
|
2018
Q2 | $8.93M | Buy |
114,361
+6,258
| +6% | +$489K | 1.87% | 11 |
|
|
2018
Q1 | $8.48M | Buy |
108,103
+4,914
| +5% | +$385K | 1.86% | 9 |
|
|
2017
Q4 | $8.18M | Buy |
103,189
+2,001
| +2% | +$159K | 1.75% | 13 |
|
|
2017
Q3 | $8.11M | Buy |
101,188
+2,637
| +3% | +$211K | 1.85% | 12 |
|
|
2017
Q2 | $7.89M | Buy |
98,551
+696
| +0.7% | +$55.7K | 1.88% | 11 |
|
|
2017
Q1 | $7.8M | Buy |
97,855
+4,290
| +5% | +$342K | 1.9% | 10 |
|
|
2016
Q4 | $7.43M | Buy |
93,565
+23,325
| +33% | +$1.85M | 1.92% | 10 |
|
|
2016
Q3 | $5.66M | Buy |
70,240
+2,241
| +3% | +$181K | 1.53% | 17 |
|
|
2016
Q2 | $5.5M | Buy |
67,999
+17,800
| +35% | +$1.44M | 1.56% | 19 |
|
|
2016
Q1 | $4.02M | Buy |
+50,199
| New | +$4.02M | 1.17% | 33 |
|