FGAM
Financial Gravity Asset 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
Q1 | $15.9K | Buy |
+202
| New | +$15.9K | ﹤0.01% | 517 |
|
|
2024
Q2 | $93.2K | Buy |
1,206
+27
| +2% | +$2.09K | 0.02% | 191 |
|
|
2024
Q1 | $91.1K | Sell |
1,179
-352
| -23% | -$27.2K | 0.01% | 292 |
|
|
2023
Q4 | $1.54M | Buy |
1,531
+537
| +54% | +$539K | 0.02% | 274 |
|
|
2023
Q3 | $1.5M | Buy |
994
+873
| +721% | +$1.31M | 0.02% | 265 |
|
|
2023
Q2 | $66.5K | Buy |
121
+45
| +59% | +$24.7K | 0.18% | 75 |
|
|
2023
Q1 | $773 | Buy |
76
+1
| +1% | +$10 | 0.02% | 398 |
|
|
2022
Q4 | $190K | Sell |
75
-591
| -89% | -$1.5M | 0.99% | 16 |
|
|
2022
Q3 | $750 | Sell |
666
-18
| -3% | -$20 | 0.03% | 361 |
|
|
2022
Q2 | $818 | Sell |
684
-18
| -3% | -$22 | 0.03% | 337 |
|
|
2022
Q1 | $818 | Sell |
702
-432
| -38% | -$503 | 0.02% | 355 |
|
|
2021
Q4 | $2.92K | Buy |
1,134
+1,090
| +2,477% | +$2.8K | 0.07% | 288 |
|
|
2021
Q3 | $82K | Hold |
44
| – | – | 0.04% | 410 |
|
|
2021
Q2 | $83K | Sell |
44
-32
| -42% | -$60.4K | 0.03% | 408 |
|
|
2021
Q1 | $6.24K | Sell |
76
-8
| -10% | -$657 | 0.13% | 132 |
|
|
2020
Q4 | $7K | Buy |
+84
| New | +$7K | 0.01% | 212 |
|
|
2020
Q2 | – | Sell |
-985
| Closed | -$69K | – | 887 |
|
|
2020
Q1 | $69K | Sell |
985
-498
| -34% | -$34.9K | 0.21% | 51 |
|
|
2019
Q4 | $90K | Sell |
1,483
-269
| -15% | -$16.3K | 0.06% | 366 |
|
|
2019
Q3 | $142K | Sell |
1,752
-883
| -34% | -$71.6K | 0.12% | 161 |
|
|
2019
Q2 | $213K | Sell |
2,635
-2,564
| -49% | -$207K | 0.17% | 140 |
|
|
2019
Q1 | $413K | Buy |
+5,199
| New | +$413K | 0.33% | 74 |
|
|
2018
Q3 | $703K | Sell |
9,013
-23
| -0.3% | -$1.79K | 0.74% | 21 |
|
|
2018
Q2 | $707K | Buy |
9,036
+488
| +6% | +$38.2K | 0.66% | 20 |
|
|
2018
Q1 | $667K | Buy |
+8,548
| New | +$667K | 0.68% | 21 |
|