GAM
Gould 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
Q2 | $17.2M | Buy |
216,530
+9,753
| +5% | +$775K | 3.37% | 5 |
|
|
2025
Q1 | $16.3M | Buy |
206,777
+5,759
| +3% | +$455K | 3.37% | 5 |
|
|
2024
Q4 | $15.7M | Sell |
201,018
-1,360
| -0.7% | -$106K | 3.3% | 5 |
|
|
2024
Q3 | $16.1M | Buy |
202,378
+28,604
| +16% | +$2.27M | 3.44% | 5 |
|
|
2024
Q2 | $13.4M | Buy |
173,774
+8,819
| +5% | +$681K | 3.1% | 6 |
|
|
2024
Q1 | $12.8M | Buy |
164,955
+1,805
| +1% | +$140K | 3.08% | 6 |
|
|
2023
Q4 | $12.6M | Sell |
163,150
-1,667
| -1% | -$129K | 3.26% | 5 |
|
|
2023
Q3 | $12.4M | Buy |
164,817
+4,357
| +3% | +$327K | 3.5% | 5 |
|
|
2023
Q2 | $12.1M | Buy |
160,460
+1,354
| +0.9% | +$102K | 3.39% | 6 |
|
|
2023
Q1 | $12.1M | Sell |
159,106
-4,583
| -3% | -$349K | 3.46% | 5 |
|
|
2022
Q4 | $12.3M | Sell |
163,689
-25,430
| -13% | -$1.91M | 3.7% | 3 |
|
|
2022
Q3 | $14M | Sell |
189,119
-15,447
| -8% | -$1.15M | 4.77% | 2 |
|
|
2022
Q2 | $15.6M | Sell |
204,566
-19,010
| -9% | -$1.45M | 5.02% | 2 |
|
|
2022
Q1 | $17.5M | Buy |
223,576
+3,867
| +2% | +$302K | 5% | 2 |
|
|
2021
Q4 | $17.9M | Buy |
219,709
+3,297
| +2% | +$268K | 5% | 2 |
|
|
2021
Q3 | $17.8M | Buy |
216,412
+2,795
| +1% | +$230K | 5.5% | 2 |
|
|
2021
Q2 | $17.7M | Sell |
213,617
-9,580
| -4% | -$792K | 5.03% | 2 |
|
|
2021
Q1 | $18.4M | Buy |
223,197
+9,615
| +5% | +$793K | 5.62% | 2 |
|
|
2020
Q4 | $17.8M | Buy |
213,582
+7,070
| +3% | +$589K | 5.41% | 2 |
|
|
2020
Q3 | $17.1M | Sell |
206,512
-76,670
| -27% | -$6.35M | 5.78% | 2 |
|
|
2020
Q2 | $23.4M | Buy |
283,182
+94,533
| +50% | +$7.81M | 8.2% | 2 |
|
|
2020
Q1 | $14.9M | Buy |
188,649
+4,221
| +2% | +$334K | 5.69% | 3 |
|
|
2019
Q4 | $14.9M | Buy |
184,428
+19,218
| +12% | +$1.56M | 4.96% | 3 |
|
|
2019
Q3 | $13.4M | Buy |
165,210
+17,743
| +12% | +$1.44M | 4.74% | 3 |
|
|
2019
Q2 | $11.9M | Buy |
147,467
+10,134
| +7% | +$818K | 4.29% | 3 |
|
|
2019
Q1 | $11M | Buy |
137,333
+6,000
| +5% | +$479K | 4.1% | 3 |
|
|
2018
Q4 | $10.2M | Sell |
131,333
-17,488
| -12% | -$1.36M | 4.26% | 3 |
|
|
2018
Q3 | $11.6M | Buy |
148,821
+15,071
| +11% | +$1.18M | 4.64% | 2 |
|
|
2018
Q2 | $10.4M | Buy |
133,750
+6,742
| +5% | +$527K | 4.51% | 2 |
|
|
2018
Q1 | $9.96M | Buy |
127,008
+38,446
| +43% | +$3.02M | 4.37% | 2 |
|
|
2017
Q4 | $7.02M | Buy |
88,562
+16,932
| +24% | +$1.34M | 3.05% | 5 |
|
|
2017
Q3 | $5.74M | Buy |
71,630
+966
| +1% | +$77.4K | 2.58% | 6 |
|
|
2017
Q2 | $5.66M | Buy |
70,664
+9,345
| +15% | +$748K | 2.73% | 5 |
|
|
2017
Q1 | $4.89M | Buy |
61,319
+4,357
| +8% | +$347K | 2.46% | 6 |
|
|
2016
Q4 | $4.52M | Buy |
56,962
+1,466
| +3% | +$116K | 2.32% | 6 |
|
|
2016
Q3 | $4.47M | Buy |
55,496
+615
| +1% | +$49.5K | 2.41% | 6 |
|
|
2016
Q2 | $4.44M | Sell |
54,881
-2,812
| -5% | -$227K | 2.38% | 6 |
|
|
2016
Q1 | $4.62M | Buy |
57,693
+2,639
| +5% | +$211K | 2.49% | 6 |
|
|
2015
Q4 | $4.35M | Sell |
55,054
-98
| -0.2% | -$7.74K | 2.33% | 7 |
|
|
2015
Q3 | $4.4M | Buy |
55,152
+8,527
| +18% | +$680K | 2.45% | 5 |
|
|
2015
Q2 | $3.71M | Buy |
46,625
+16,455
| +55% | +$1.31M | 1.88% | 7 |
|
|
2015
Q1 | $2.42M | Sell |
30,170
-7,521
| -20% | -$603K | 1.19% | 12 |
|
|
2014
Q4 | $3M | Buy |
37,691
+13,486
| +56% | +$1.07M | 1.47% | 10 |
|
|
2014
Q3 | $1.93M | Sell |
24,205
-10,080
| -29% | -$805K | 0.94% | 14 |
|
|
2014
Q2 | $2.76M | Buy |
34,285
+1,230
| +4% | +$98.8K | 1.33% | 12 |
|
|
2014
Q1 | $2.64M | Buy |
33,055
+1,135
| +4% | +$90.8K | 1.4% | 11 |
|
|
2013
Q4 | $2.55M | Buy |
31,920
+1,430
| +5% | +$114K | 1.48% | 9 |
|
|
2013
Q3 | $2.43M | Buy |
+30,490
| New | +$2.43M | 1.52% | 9 |
|