Carson Wealth (CWM LLC)’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Sell |
95,757
-647
| -0.7% | -$50.9K | 0.03% | 473 |
|
|
2025
Q1 | $7.55M | Sell |
96,404
-132,599
| -58% | -$10.4M | 0.03% | 414 |
|
|
2024
Q4 | $17.7M | Sell |
229,003
-895
| -0.4% | -$69.2K | 0.07% | 225 |
|
|
2024
Q3 | $18.1M | Sell |
229,898
-78,966
| -26% | -$6.21M | 0.08% | 226 |
|
|
2024
Q2 | $23.7M | Sell |
308,864
-6,031
| -2% | -$463K | 0.11% | 174 |
|
|
2024
Q1 | $24.1M | Buy |
314,895
+6,986
| +2% | +$536K | 0.12% | 172 |
|
|
2023
Q4 | $23.7M | Buy |
307,909
+1,413
| +0.5% | +$109K | 0.13% | 159 |
|
|
2023
Q3 | $23M | Buy |
306,496
+11,324
| +4% | +$851K | 0.14% | 144 |
|
|
2023
Q2 | $22.3M | Buy |
295,172
+8,879
| +3% | +$671K | 0.14% | 146 |
|
|
2023
Q1 | $21.9M | Buy |
286,293
+28,578
| +11% | +$2.19M | 0.15% | 136 |
|
|
2022
Q4 | $19.4M | Buy |
257,715
+10,791
| +4% | +$812K | 0.14% | 143 |
|
|
2022
Q3 | $18.5M | Buy |
246,924
+16,564
| +7% | +$1.24M | 0.15% | 133 |
|
|
2022
Q2 | $17.7M | Buy |
230,360
+224,216
| +3,649% | +$17.2M | 0.14% | 144 |
|
|
2022
Q1 | $479K | Buy |
6,144
+758
| +14% | +$59.1K | ﹤0.01% | 743 |
|
|
2021
Q4 | $435K | Buy |
+5,386
| New | +$435K | ﹤0.01% | 762 |
|
|
2021
Q2 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2021
Q1 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2020
Q4 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2020
Q3 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2020
Q2 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2020
Q1 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2019
Q4 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2019
Q3 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2019
Q2 | $209K | Hold |
2,550
| – | – | ﹤0.01% | 884 |
|
|
2019
Q1 | $209K | Sell |
2,550
-6,835
| -73% | -$560K | ﹤0.01% | 884 |
|
|
2018
Q4 | $737K | Buy |
9,385
+5,478
| +140% | +$430K | 0.02% | 401 |
|
|
2018
Q3 | $305K | Buy |
3,907
+1,143
| +41% | +$89.2K | 0.01% | 442 |
|
|
2018
Q2 | $216K | Sell |
2,764
-669
| -19% | -$52.3K | 0.01% | 409 |
|
|
2018
Q1 | $269K | Buy |
3,433
+3,054
| +806% | +$239K | 0.01% | 338 |
|
|
2017
Q4 | $30K | Sell |
379
-158
| -29% | -$12.5K | ﹤0.01% | 618 |
|
|
2017
Q3 | $43K | Buy |
537
+29
| +6% | +$2.32K | ﹤0.01% | 548 |
|
|
2017
Q2 | $41K | Buy |
+508
| New | +$41K | ﹤0.01% | 501 |
|
|
2016
Q2 | – | Sell |
-5,709
| Closed | -$460K | – | 792 |
|
|
2016
Q1 | $460K | Buy |
5,709
+191
| +3% | +$15.4K | 0.04% | 190 |
|
|
2015
Q4 | $439K | Buy |
+5,518
| New | +$439K | 0.04% | 183 |
|