GSWM
Golden State Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Buy |
2,033
+120
| +6% | +$9.96K | 0.02% | 385 |
|
|
2025
Q1 | $156K | Sell |
1,913
-49
| -2% | -$4.01K | 0.02% | 373 |
|
|
2024
Q4 | $158K | Buy |
+1,962
| New | +$158K | 0.02% | 359 |
|
|
2022
Q1 | $2.01M | Buy |
23,404
+14,431
| +161% | +$1.24M | 0.39% | 48 |
|
|
2021
Q4 | $832K | Buy |
8,973
+323
| +4% | +$29.9K | 0.14% | 150 |
|
|
2021
Q3 | $817K | Buy |
8,650
+2,122
| +33% | +$200K | 0.18% | 110 |
|
|
2021
Q2 | $621K | Buy |
6,528
+3,393
| +108% | +$323K | 0.14% | 142 |
|
|
2021
Q1 | $291K | Sell |
3,135
-10
| -0.3% | -$928 | 0.1% | 153 |
|
|
2020
Q4 | $305K | Sell |
3,145
-571
| -15% | -$55.4K | 0.09% | 175 |
|
|
2020
Q3 | $356K | Sell |
3,716
-9,441
| -72% | -$904K | 0.12% | 125 |
|
|
2020
Q2 | $1.23M | Buy |
13,157
+9,042
| +220% | +$848K | 0.4% | 43 |
|
|
2020
Q1 | $358K | Buy |
+4,115
| New | +$358K | 0.16% | 100 |
|
|
2019
Q4 | – | Sell |
-892
| Closed | -$81K | – | 885 |
|
|
2019
Q3 | $81K | Buy |
892
+100
| +13% | +$9.08K | 0.03% | 343 |
|
|
2019
Q2 | $71K | Buy |
792
+7
| +0.9% | +$628 | 0.02% | 390 |
|
|
2019
Q1 | $68K | Buy |
+785
| New | +$68K | 0.02% | 382 |
|