GSWM
Golden State 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 | $82.7K | Sell |
1,039
-127
| -11% | -$10.1K | 0.01% | 536 |
|
|
2025
Q1 | $92.1K | Buy |
1,166
+1
| +0.1% | +$79 | 0.01% | 464 |
|
|
2024
Q4 | $90.9K | Buy |
+1,165
| New | +$90.9K | 0.01% | 450 |
|
|
2022
Q1 | $416K | Sell |
5,333
-604
| -10% | -$47.1K | 0.08% | 196 |
|
|
2021
Q4 | $482K | Buy |
5,937
+2
| +0% | +$162 | 0.08% | 218 |
|
|
2021
Q3 | $489K | Buy |
5,935
+819
| +16% | +$67.5K | 0.11% | 166 |
|
|
2021
Q2 | $423K | Buy |
5,116
+872
| +21% | +$72.1K | 0.09% | 186 |
|
|
2021
Q1 | $350K | Hold |
4,244
| – | – | 0.12% | 132 |
|
|
2020
Q4 | $353K | Buy |
4,244
+2
| +0% | +$166 | 0.1% | 156 |
|
|
2020
Q3 | $351K | Buy |
+4,242
| New | +$351K | 0.12% | 128 |
|
|
2020
Q2 | – | Sell |
-4,897
| Closed | -$387K | – | 862 |
|
|
2020
Q1 | $387K | Buy |
+4,897
| New | +$387K | 0.17% | 88 |
|
|
2019
Q4 | – | Sell |
-2,055
| Closed | -$167K | – | 888 |
|
|
2019
Q3 | $167K | Buy |
2,055
+1,256
| +157% | +$102K | 0.06% | 226 |
|
|
2019
Q2 | $64K | Buy |
799
+4
| +0.5% | +$320 | 0.02% | 400 |
|
|
2019
Q1 | $63K | Buy |
+795
| New | +$63K | 0.02% | 398 |
|