PWM
Paulson 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 | $15.8M | Buy |
198,247
+3,454
| +2% | +$275K | 4.08% | 6 |
|
|
2025
Q1 | $15.4M | Buy |
194,793
+4,610
| +2% | +$364K | 4.33% | 6 |
|
|
2024
Q4 | $14.8M | Buy |
190,183
+7,045
| +4% | +$550K | 4.05% | 6 |
|
|
2024
Q3 | $14.5M | Buy |
183,138
+8,710
| +5% | +$692K | 3.89% | 6 |
|
|
2024
Q2 | $13.5M | Buy |
174,428
+6,548
| +4% | +$506K | 3.93% | 6 |
|
|
2024
Q1 | $13M | Buy |
167,880
+10,597
| +7% | +$819K | 3.82% | 6 |
|
|
2023
Q4 | $12.2M | Sell |
157,283
-49,969
| -24% | -$3.87M | 3.9% | 6 |
|
|
2023
Q3 | $15.6M | Buy |
207,252
+6,017
| +3% | +$452K | 5.45% | 6 |
|
|
2023
Q2 | $15.2M | Buy |
201,235
+7,467
| +4% | +$565K | 5.2% | 6 |
|
|
2023
Q1 | $14.8M | Buy |
193,768
+16,106
| +9% | +$1.23M | 6.57% | 6 |
|
|
2022
Q4 | $13.4M | Buy |
+177,662
| New | +$13.4M | 6.52% | 5 |
|
|
2021
Q4 | – | Sell |
-51,705
| Closed | -$4.26M | – | 102 |
|
|
2021
Q3 | $4.26M | Sell |
51,705
-1,026
| -2% | -$84.6K | 2.02% | 14 |
|
|
2021
Q2 | $4.36M | Buy |
52,731
+3,545
| +7% | +$293K | 2.11% | 12 |
|
|
2021
Q1 | $4.07M | Buy |
49,186
+8,379
| +21% | +$692K | 2.02% | 13 |
|
|
2020
Q4 | $3.4M | Buy |
40,807
+22,266
| +120% | +$1.85M | 1.98% | 12 |
|
|
2020
Q3 | $1.54M | Buy |
18,541
+5,523
| +42% | +$458K | 0.99% | 20 |
|
|
2020
Q2 | $1.08M | Buy |
13,018
+5,147
| +65% | +$425K | 0.75% | 24 |
|
|
2020
Q1 | $639K | Buy |
7,871
+1,150
| +17% | +$93.4K | 0.49% | 30 |
|
|
2019
Q4 | $546K | Buy |
+6,721
| New | +$546K | 0.39% | 51 |
|
|
2019
Q2 | – | Sell |
-2,933
| Closed | -$234K | – | 114 |
|
|
2019
Q1 | $234K | Sell |
2,933
-1,526
| -34% | -$122K | 0.18% | 100 |
|
|
2018
Q4 | $350K | Sell |
4,459
-4,976
| -53% | -$391K | 0.29% | 75 |
|
|
2018
Q3 | $734K | Sell |
9,435
-1,363
| -13% | -$106K | 0.66% | 44 |
|
|
2018
Q2 | $843K | Sell |
10,798
-3,702
| -26% | -$289K | 0.83% | 34 |
|
|
2018
Q1 | $1.14M | Sell |
14,500
-17,053
| -54% | -$1.34M | 1.13% | 24 |
|
|
2017
Q4 | $2.5M | Buy |
+31,553
| New | +$2.5M | 2.2% | 7 |
|