GWM
GDS Wealth 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 | $891K | Sell |
11,202
-7,333
| -40% | -$583K | 0.07% | 94 |
|
|
2025
Q1 | $1.46M | Sell |
18,535
-11,299
| -38% | -$892K | 0.12% | 85 |
|
|
2024
Q4 | $2.33M | Sell |
29,834
-66
| -0.2% | -$5.15K | 0.21% | 73 |
|
|
2024
Q3 | $2.37M | Sell |
29,900
-13,730
| -31% | -$1.09M | 0.23% | 54 |
|
|
2024
Q2 | $3.37M | Sell |
43,630
-24,413
| -36% | -$1.89M | 0.37% | 56 |
|
|
2024
Q1 | $5.26M | Sell |
68,043
-29,756
| -30% | -$2.3M | 0.62% | 56 |
|
|
2023
Q4 | $7.57M | Sell |
97,799
-75,651
| -44% | -$5.85M | 1.02% | 44 |
|
|
2023
Q3 | $13M | Sell |
173,450
-153,103
| -47% | -$11.5M | 2.05% | 13 |
|
|
2023
Q2 | $24.7M | Buy |
+326,553
| New | +$24.7M | 4.01% | 5 |
|