Carson Wealth (CWM LLC)’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
1,805
+168
| +10% | +$11.7K | ﹤0.01% | 2520 |
|
|
2025
Q1 | $115K | Sell |
1,637
-102
| -6% | -$7.17K | ﹤0.01% | 2310 |
|
|
2024
Q4 | $119K | Sell |
1,739
-30
| -2% | -$2.05K | ﹤0.01% | 2166 |
|
|
2024
Q3 | $133K | Sell |
1,769
-1,293
| -42% | -$97.2K | ﹤0.01% | 2003 |
|
|
2024
Q2 | $215K | Sell |
3,062
-1,514
| -33% | -$106K | ﹤0.01% | 1548 |
|
|
2024
Q1 | $331K | Buy |
4,576
+2,279
| +99% | +$165K | ﹤0.01% | 1292 |
|
|
2023
Q4 | $171K | Buy |
2,297
+396
| +21% | +$29.5K | ﹤0.01% | 1481 |
|
|
2023
Q3 | $128K | Buy |
1,901
+877
| +86% | +$59.1K | ﹤0.01% | 1501 |
|
|
2023
Q2 | $77K | Sell |
1,024
-89
| -8% | -$6.69K | ﹤0.01% | 1703 |
|
|
2023
Q1 | $85K | Buy |
1,113
+13
| +1% | +$993 | ﹤0.01% | 1571 |
|
|
2022
Q4 | $80K | Buy |
1,100
+10
| +0.9% | +$727 | ﹤0.01% | 1479 |
|
|
2022
Q3 | $78K | Buy |
1,090
+399
| +58% | +$28.6K | ﹤0.01% | 1445 |
|
|
2022
Q2 | $55K | Buy |
691
+100
| +17% | +$7.96K | ﹤0.01% | 1579 |
|
|
2022
Q1 | $54K | Sell |
591
-1
| -0.2% | -$91 | ﹤0.01% | 1569 |
|
|
2021
Q4 | $61K | Buy |
+592
| New | +$61K | ﹤0.01% | 1490 |
|
|
2021
Q2 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2021
Q1 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2020
Q4 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2020
Q3 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2020
Q2 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2020
Q1 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2019
Q4 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2019
Q3 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2019
Q2 | $80K | Hold |
780
| – | – | ﹤0.01% | 1207 |
|
|
2019
Q1 | $80K | Buy |
780
+758
| +3,445% | +$77.7K | ﹤0.01% | 1207 |
|
|
2018
Q4 | $2K | Sell |
22
-170
| -89% | -$15.5K | ﹤0.01% | 1713 |
|
|
2018
Q3 | $17K | Buy |
+192
| New | +$17K | ﹤0.01% | 987 |
|
|
2018
Q2 | – | Sell |
-8,799
| Closed | -$800K | – | 1689 |
|
|
2018
Q1 | $800K | Buy |
+8,799
| New | +$800K | 0.03% | 244 |
|