Number of Shares
147,306.00
Current Holdings Value*
$11.63 Mil
% of Portfolio
1%
Total Estimate Gain
$-467,263.06
% of Total Estimate Gain
-2.35%

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, BEESE FULMER INVESTMENT MANAGEMENT, INC. held 147,306.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $11.63 Mil. This investment constitutes 1% of their stock portfolio, and BEESE FULMER INVESTMENT MANAGEMENT, INC. now holds 0.03% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2017Q1. And since then BEESE FULMER INVESTMENT MANAGEMENT, INC. has made 19 purchases of VCSH, at an average price of $79.84, for a total of 249,011.00 shares. In addition, there have been 10 sales at an average price of $76.10 for 101,705.00 shares. Based on historical transaction data and VCSH's current price of $79.25, BEESE FULMER INVESTMENT MANAGEMENT, INC.'s estimated gain on his VCSH holdings is $-467,263.06, reflecting a -2.35% gain to date.

BEESE FULMER INVESTMENT MANAGEMENT, INC. VCSH ($79.25) Holding Chart

BEESE FULMER INVESTMENT MANAGEMENT, INC. VCSH ($79.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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