RIM
Rockbridge Investment 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 | $60.2M | Buy |
756,667
+24,316
| +3% | +$1.93M | 6.45% | 5 |
|
|
2025
Q1 | $57.8M | Buy |
732,351
+24,993
| +4% | +$1.97M | 6.84% | 5 |
|
|
2024
Q4 | $55.2M | Buy |
707,358
+37,976
| +6% | +$2.96M | 7.07% | 4 |
|
|
2024
Q3 | $53.2M | Buy |
669,382
+41,469
| +7% | +$3.29M | 6.89% | 5 |
|
|
2024
Q2 | $48.5M | Buy |
627,913
+23,642
| +4% | +$1.83M | 6.88% | 4 |
|
|
2024
Q1 | $46.7M | Buy |
604,271
+48,581
| +9% | +$3.76M | 6.85% | 4 |
|
|
2023
Q4 | $43M | Buy |
555,690
+27,562
| +5% | +$2.13M | 6.58% | 4 |
|
|
2023
Q3 | $39.7M | Buy |
528,128
+17,398
| +3% | +$1.31M | 7.02% | 4 |
|
|
2023
Q2 | $38.6M | Buy |
510,730
+15,632
| +3% | +$1.18M | 6.8% | 4 |
|
|
2023
Q1 | $37.7M | Buy |
495,098
+25,573
| +5% | +$1.95M | 6.95% | 4 |
|
|
2022
Q4 | $35.3M | Buy |
469,525
+41,310
| +10% | +$3.11M | 7.15% | 4 |
|
|
2022
Q3 | $31.8M | Sell |
428,215
-7,805
| -2% | -$580K | 7.5% | 4 |
|
|
2022
Q2 | $33.3M | Sell |
436,020
-103,558
| -19% | -$7.9M | 7.22% | 4 |
|
|
2022
Q1 | $42M | Buy |
539,578
+38,361
| +8% | +$2.99M | 6.46% | 4 |
|
|
2021
Q4 | $40.7M | Buy |
501,217
+37,258
| +8% | +$3.03M | 6% | 4 |
|
|
2021
Q3 | $38.2M | Buy |
463,959
+34,877
| +8% | +$2.87M | 6.32% | 4 |
|
|
2021
Q2 | $35.5M | Buy |
429,082
+41,217
| +11% | +$3.41M | 6.02% | 4 |
|
|
2021
Q1 | $32M | Buy |
387,865
+23,538
| +6% | +$1.94M | 6.05% | 4 |
|
|
2020
Q4 | $30.3M | Buy |
364,327
+37,433
| +11% | +$3.12M | 6.21% | 4 |
|
|
2020
Q3 | $27.1M | Buy |
326,894
+36,149
| +12% | +$2.99M | 6.42% | 4 |
|
|
2020
Q2 | $24M | Buy |
+290,745
| New | +$24M | 6.24% | 4 |
|