SWM
Stockman 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 | $1.53M | Sell |
19,195
-3,745
| -16% | -$298K | 0.21% | 62 |
|
|
2025
Q1 | $1.81M | Sell |
22,940
-26
| -0.1% | -$2.05K | 0.27% | 59 |
|
|
2024
Q4 | $1.79M | Buy |
22,966
+26
| +0.1% | +$2.03K | 0.28% | 58 |
|
|
2024
Q3 | $1.82M | Hold |
22,940
| – | – | 0.28% | 57 |
|
|
2024
Q2 | $1.77M | Hold |
22,940
| – | – | 0.31% | 59 |
|
|
2024
Q1 | $1.77M | Hold |
22,940
| – | – | 0.31% | 60 |
|
|
2023
Q4 | $1.77M | Sell |
22,940
-185
| -0.8% | -$14.3K | 0.35% | 52 |
|
|
2023
Q3 | $1.74M | Sell |
23,125
-15,280
| -40% | -$1.15M | 0.38% | 51 |
|
|
2023
Q2 | $2.91M | Sell |
38,405
-515
| -1% | -$39K | 0.62% | 43 |
|
|
2023
Q1 | $2.97M | Buy |
38,920
+695
| +2% | +$53K | 0.66% | 41 |
|
|
2022
Q4 | $2.87M | Sell |
38,225
-770
| -2% | -$57.9K | 0.66% | 42 |
|
|
2022
Q3 | $2.9M | Hold |
38,995
| – | – | 0.78% | 42 |
|
|
2022
Q2 | $2.97M | Sell |
38,995
-350
| -0.9% | -$26.7K | 0.76% | 42 |
|
|
2022
Q1 | $3.07M | Sell |
39,345
-1,023
| -3% | -$79.9K | 0.64% | 44 |
|
|
2021
Q4 | $3.28M | Sell |
40,368
-4,402
| -10% | -$358K | 0.67% | 45 |
|
|
2021
Q3 | $3.69M | Sell |
44,770
-1,085
| -2% | -$89.4K | 0.82% | 42 |
|
|
2021
Q2 | $3.79M | Sell |
45,855
-4,260
| -9% | -$352K | 0.91% | 39 |
|
|
2021
Q1 | $4.13M | Sell |
50,115
-4,578
| -8% | -$378K | 1.15% | 35 |
|
|
2020
Q4 | $4.55M | Buy |
54,693
+2,573
| +5% | +$214K | 1.4% | 30 |
|
|
2020
Q3 | $4.32M | Buy |
52,120
+300
| +0.6% | +$24.9K | 1.57% | 21 |
|
|
2020
Q2 | $4.28M | Sell |
51,820
-5,315
| -9% | -$439K | 1.6% | 22 |
|
|
2020
Q1 | $4.52M | Sell |
57,135
-2,480
| -4% | -$196K | 2% | 13 |
|
|
2019
Q4 | $4.83M | Buy |
59,615
+13,185
| +28% | +$1.07M | 1.72% | 19 |
|
|
2019
Q3 | $3.76M | Sell |
46,430
-20,570
| -31% | -$1.67M | 1.44% | 26 |
|
|
2019
Q2 | $5.41M | Buy |
+67,000
| New | +$5.41M | 2.21% | 11 |
|
|
2018
Q2 | – | Sell |
-5,205
| Closed | -$408K | – | 159 |
|
|
2018
Q1 | $408K | Hold |
5,205
| – | – | 0.19% | 95 |
|
|
2017
Q4 | $413K | Buy |
5,205
+17
| +0.3% | +$1.35K | 0.19% | 97 |
|
|
2017
Q3 | $416K | Sell |
5,188
-15
| -0.3% | -$1.2K | 0.2% | 91 |
|
|
2017
Q2 | $416K | Buy |
5,203
+1,950
| +60% | +$156K | 0.41% | 73 |
|
|
2017
Q1 | $259K | Buy |
3,253
+588
| +22% | +$46.8K | 0.15% | 110 |
|
|
2016
Q4 | $212K | Hold |
2,665
| – | – | 0.13% | 116 |
|
|
2016
Q3 | $215K | Buy |
+2,665
| New | +$215K | 0.13% | 113 |
|