Carson Wealth (CWM LLC)’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
424,200
+48,991
| +13% | +$2.43M | 0.07% | 230 |
|
|
2025
Q1 | $18.3M | Buy |
375,209
+342,630
| +1,052% | +$16.7M | 0.07% | 235 |
|
|
2024
Q4 | $1.6M | Sell |
32,579
-9,464
| -23% | -$464K | 0.01% | 870 |
|
|
2024
Q3 | $2.11M | Sell |
42,043
-7,488
| -15% | -$377K | 0.01% | 680 |
|
|
2024
Q2 | $2.41M | Buy |
49,531
+36,597
| +283% | +$1.78M | 0.01% | 592 |
|
|
2024
Q1 | $636K | Sell |
12,934
-3,754
| -22% | -$185K | ﹤0.01% | 1034 |
|
|
2023
Q4 | $824K | Buy |
16,688
+4,047
| +32% | +$200K | ﹤0.01% | 883 |
|
|
2023
Q3 | $605K | Sell |
12,641
-3,743
| -23% | -$179K | ﹤0.01% | 920 |
|
|
2023
Q2 | $801K | Buy |
16,384
+1,046
| +7% | +$51.1K | ﹤0.01% | 788 |
|
|
2023
Q1 | $750K | Buy |
15,338
+7,756
| +102% | +$379K | 0.01% | 751 |
|
|
2022
Q4 | $360K | Sell |
7,582
-1,622
| -18% | -$77K | ﹤0.01% | 895 |
|
|
2022
Q3 | $439K | Buy |
9,204
+4,709
| +105% | +$225K | ﹤0.01% | 788 |
|
|
2022
Q2 | $223K | Sell |
4,495
-311
| -6% | -$15.4K | ﹤0.01% | 1002 |
|
|
2022
Q1 | $252K | Sell |
4,806
-2,988
| -38% | -$157K | ﹤0.01% | 944 |
|
|
2021
Q4 | $430K | Buy |
+7,794
| New | +$430K | ﹤0.01% | 766 |
|
|
2021
Q2 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2021
Q1 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2020
Q4 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2020
Q3 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2020
Q2 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2020
Q1 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2019
Q4 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2019
Q3 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2019
Q2 | $656K | Hold |
11,496
| – | – | 0.01% | 630 |
|
|
2019
Q1 | $656K | Buy |
11,496
+7,699
| +203% | +$439K | 0.01% | 630 |
|
|
2018
Q4 | $206K | Buy |
3,797
+2,664
| +235% | +$145K | 0.01% | 592 |
|
|
2018
Q3 | $62K | Buy |
1,133
+449
| +66% | +$24.6K | ﹤0.01% | 703 |
|
|
2018
Q2 | $37K | Buy |
684
+243
| +55% | +$13.1K | ﹤0.01% | 695 |
|
|
2018
Q1 | $24K | Sell |
441
-793
| -64% | -$43.2K | ﹤0.01% | 678 |
|
|
2017
Q4 | $67K | Sell |
1,234
-2
| -0.2% | -$109 | ﹤0.01% | 480 |
|
|
2017
Q3 | $67K | Buy |
1,236
+605
| +96% | +$32.8K | ﹤0.01% | 468 |
|
|
2017
Q2 | $34K | Buy |
631
+72
| +13% | +$3.88K | ﹤0.01% | 539 |
|
|
2017
Q1 | $30K | Buy |
+559
| New | +$30K | ﹤0.01% | 538 |
|
|
2016
Q4 | – | Sell |
-543
| Closed | -$30K | – | 1102 |
|
|
2016
Q3 | $30K | Buy |
+543
| New | +$30K | ﹤0.01% | 496 |
|