Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
9,056
-603
| -6% | -$46.6K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $740K | Sell |
9,659
-1,053
| -10% | -$80.7K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $801K | Buy |
10,712
+769
| +8% | +$57.5K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $779K | Buy |
9,943
+923
| +10% | +$72.3K | ﹤0.01% | 1156 |
|
|
2024
Q2 | $676K | Sell |
9,020
-155
| -2% | -$11.6K | ﹤0.01% | 1073 |
|
|
2024
Q1 | $692K | Sell |
9,175
-1,633
| -15% | -$123K | ﹤0.01% | 1003 |
|
|
2023
Q4 | $826K | Buy |
10,808
+3,744
| +53% | +$286K | ﹤0.01% | 880 |
|
|
2023
Q3 | $511K | Buy |
7,064
+2,918
| +70% | +$211K | ﹤0.01% | 968 |
|
|
2023
Q2 | $312K | Sell |
4,146
-114
| -3% | -$8.58K | ﹤0.01% | 1094 |
|
|
2023
Q1 | $327K | Sell |
4,260
-28,561
| -87% | -$2.19M | ﹤0.01% | 1024 |
|
|
2022
Q4 | $2.44M | Buy |
32,821
+28,078
| +592% | +$2.09M | 0.02% | 419 |
|
|
2022
Q3 | $349K | Buy |
4,743
+393
| +9% | +$28.9K | ﹤0.01% | 853 |
|
|
2022
Q2 | $338K | Sell |
4,350
-84
| -2% | -$6.53K | ﹤0.01% | 849 |
|
|
2022
Q1 | $363K | Sell |
4,434
-223
| -5% | -$18.3K | ﹤0.01% | 817 |
|
|
2021
Q4 | $408K | Buy |
+4,657
| New | +$408K | ﹤0.01% | 779 |
|
|
2021
Q2 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2021
Q1 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2020
Q4 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2020
Q3 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2020
Q2 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2020
Q1 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2019
Q4 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2019
Q3 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2019
Q2 | $3.96M | Hold |
44,066
| – | – | 0.03% | 311 |
|
|
2019
Q1 | $3.96M | Buy |
44,066
+43,299
| +5,645% | +$3.9M | 0.03% | 311 |
|
|
2018
Q4 | $62K | Buy |
767
+558
| +267% | +$45.1K | ﹤0.01% | 828 |
|
|
2018
Q3 | $17K | Buy |
209
+165
| +375% | +$13.4K | ﹤0.01% | 986 |
|
|
2018
Q2 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 1224 |
|
|
2018
Q1 | – | Sell |
-44
| Closed | -$4K | – | 1412 |
|
|
2017
Q4 | $4K | Sell |
44
-162
| -79% | -$14.7K | ﹤0.01% | 1121 |
|
|
2017
Q3 | $17K | Sell |
206
-627
| -75% | -$51.7K | ﹤0.01% | 738 |
|
|
2017
Q2 | $70K | Buy |
+833
| New | +$70K | ﹤0.01% | 429 |
|
|
2017
Q1 | – | Sell |
-10,412
| Closed | -$865K | – | 1175 |
|
|
2016
Q4 | $865K | Buy |
10,412
+1,795
| +21% | +$149K | 0.05% | 189 |
|
|
2016
Q3 | $755K | Buy |
8,617
+2,981
| +53% | +$261K | 0.05% | 184 |
|
|
2016
Q2 | $496K | Buy |
+5,636
| New | +$496K | 0.04% | 199 |
|
|
2015
Q3 | – | Sell |
-5,864
| Closed | -$492K | – | 636 |
|
|
2015
Q2 | $492K | Buy |
+5,864
| New | +$492K | 0.05% | 141 |
|