FCMT
Founders Capital Management (Texas)’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
Q2 | – | Sell |
-1,100
| Closed | -$85K | – | 386 |
|
2024
Q1 | $85K | Hold |
1,100
| – | – | 0.06% | 94 |
|
2023
Q4 | $85.1K | Sell |
1,100
-675
| -38% | -$52.2K | 0.06% | 95 |
|
2023
Q3 | $133K | Sell |
1,775
-13,959
| -89% | -$1.05M | 0.1% | 65 |
|
2023
Q2 | $1.19M | Sell |
15,734
-130
| -0.8% | -$9.84K | 0.87% | 28 |
|
2023
Q1 | $1.21M | Sell |
15,864
-434
| -3% | -$33.1K | 0.92% | 26 |
|
2022
Q4 | $1.23M | Sell |
16,298
-9,663
| -37% | -$726K | 0.92% | 26 |
|
2022
Q3 | $1.93M | Sell |
25,961
-868
| -3% | -$64.5K | 1.57% | 24 |
|
2022
Q2 | $2.05M | Sell |
26,829
-15
| -0.1% | -$1.14K | 1.61% | 23 |
|
2022
Q1 | $2.18M | Hold |
26,844
| – | – | 1.4% | 22 |
|
2021
Q4 | $2.18M | Sell |
26,844
-4,853
| -15% | -$394K | 1.4% | 22 |
|
2021
Q3 | $2.61M | Sell |
31,697
-397
| -1% | -$32.7K | 1.79% | 22 |
|
2021
Q2 | $2.65M | Hold |
32,094
| – | – | 1.73% | 23 |
|
2021
Q1 | $2.65M | Sell |
32,094
-6,414
| -17% | -$529K | 1.88% | 22 |
|
2020
Q4 | $3.19M | Buy |
+38,508
| New | +$3.19M | 2.26% | 17 |
|
2020
Q1 | $252K | Sell |
3,184
-500
| -14% | -$39.6K | 0.26% | 39 |
|
2019
Q4 | $299K | Buy |
3,684
+165
| +5% | +$13.4K | 0.23% | 42 |
|
2019
Q3 | $285K | Buy |
3,519
+780
| +28% | +$63.2K | 0.23% | 47 |
|
2019
Q2 | $221K | Hold |
2,739
| – | – | 0.19% | 50 |
|
2019
Q1 | $218K | Hold |
2,739
| – | – | 0.2% | 50 |
|
2018
Q4 | $213K | Sell |
2,739
-575
| -17% | -$44.7K | 0.23% | 51 |
|
2018
Q3 | $259K | Sell |
3,314
-520
| -14% | -$40.6K | 0.21% | 57 |
|
2018
Q2 | $299K | Sell |
3,834
-1,441
| -27% | -$112K | 0.26% | 55 |
|
2018
Q1 | $414K | Buy |
5,275
+280
| +6% | +$22K | 0.35% | 56 |
|
2017
Q4 | $396K | Hold |
4,995
| – | – | 0.33% | 59 |
|
2017
Q3 | $400K | Buy |
4,995
+1,280
| +34% | +$103K | 0.33% | 56 |
|
2017
Q2 | $297K | Buy |
3,715
+15
| +0.4% | +$1.2K | 0.26% | 62 |
|
2017
Q1 | $295K | Buy |
+3,700
| New | +$295K | 0.27% | 62 |
|