Carson Wealth (CWM LLC)’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.14M | Buy |
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|
2025
Q2 | $2.73M | Sell |
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|
2025
Q1 | $4.13M | Buy |
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|
2024
Q4 | $3.54M | Buy |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $2.91M | Sell |
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|
2023
Q2 | $66.7M | Buy |
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|
2023
Q1 | $65.2M | Buy |
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|
2022
Q4 | $63M | Sell |
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|
2022
Q3 | $64.7M | Sell |
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|
2022
Q2 | $68.5M | Buy |
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|
2022
Q1 | $44.2M | Sell |
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|
2021
Q4 | $47.6M | Buy |
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|
2021
Q2 | $31.2M | Hold |
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|
2021
Q1 | $31.2M | Hold |
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|
2020
Q4 | $31.2M | Hold |
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|
2020
Q3 | $31.2M | Hold |
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|
2020
Q2 | $31.2M | Hold |
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|
2020
Q1 | $31.2M | Hold |
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|
2019
Q4 | $31.2M | Hold |
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|
2019
Q3 | $31.2M | Hold |
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|
2019
Q2 | $31.2M | Hold |
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|
2019
Q1 | $31.2M | Buy |
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|
2018
Q4 | $252K | Sell |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $191K | Sell |
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|
2017
Q4 | $373K | Sell |
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|
2017
Q3 | $484K | Buy |
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|
2017
Q2 | $313K | Sell |
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|
2017
Q1 | $661K | Buy |
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|
2016
Q4 | $187K | Sell |
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|
2016
Q3 | $216K | Buy |
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|
2016
Q2 | $116K | Sell |
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|
2016
Q1 | $236K | Sell |
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|
2015
Q4 | $347K | Sell |
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|
2015
Q3 | $767K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Buy |
|