Carson Wealth (CWM LLC)’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73K | Sell |
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|
2025
Q2 | $126K | Buy |
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|
2025
Q1 | $115K | Sell |
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|
2024
Q4 | $119K | Sell |
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|
2024
Q3 | $133K | Sell |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $171K | Buy |
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|
2023
Q3 | $128K | Buy |
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|
2023
Q2 | $77K | Sell |
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|
2023
Q1 | $85K | Buy |
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|
2022
Q4 | $80K | Buy |
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|
2022
Q3 | $78K | Buy |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $54K | Sell |
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|
2021
Q4 | $61K | Buy |
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|
2021
Q2 | $80K | Hold |
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|
2021
Q1 | $80K | Hold |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $80K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $80K | Hold |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $80K | Hold |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $80K | Buy |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $17K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $800K | Buy |
|