Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $700K | Sell |
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|
2025
Q1 | $740K | Sell |
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|
2024
Q4 | $801K | Buy |
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|
2024
Q3 | $779K | Buy |
|
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $312K | Sell |
|
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q2 | $3.96M | Hold |
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|
2021
Q1 | $3.96M | Hold |
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|
2020
Q4 | $3.96M | Hold |
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|
2020
Q3 | $3.96M | Hold |
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|
2020
Q2 | $3.96M | Hold |
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|
2020
Q1 | $3.96M | Hold |
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|
2019
Q4 | $3.96M | Hold |
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|
2019
Q3 | $3.96M | Hold |
|
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|
2019
Q2 | $3.96M | Hold |
|
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|
2019
Q1 | $3.96M | Buy |
|
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|
2018
Q4 | $62K | Buy |
|
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|
2018
Q3 | $17K | Buy |
|
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|
2018
Q2 | $4K | Buy |
|
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|
2018
Q1 | – | Sell |
|
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|
2017
Q4 | $4K | Sell |
|
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|
2017
Q3 | $17K | Sell |
|
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|
2017
Q2 | $70K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $865K | Buy |
|
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|
2016
Q3 | $755K | Buy |
|
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|
2016
Q2 | $496K | Buy |
|
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $492K | Buy |
|