VCM
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Vision Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Vision Capital Management’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,508
Closed -$543K – 131
2024
Q2 		$543K Sell
11,508
-1,919
-14% -$90.5K 0.08% 88
2024
Q1 		$637K Sell
13,427
-10,818
-45% -$515K 0.1% 84
2023
Q4 		$1.16M Buy
24,245
+13,590
+128% +$638K 0.18% 73
2023
Q3 		$493K Buy
+10,655
New +$499K 0.09% 73

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