Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Buy |
405,371
+53,729
| +15% | +$4.46M | 0.12% | 154 |
|
|
2025
Q1 | $28.8M | Buy |
351,642
+338,444
| +2,564% | +$27.7M | 0.11% | 163 |
|
|
2024
Q4 | $1.06M | Buy |
13,198
+378
| +3% | +$30.3K | ﹤0.01% | 1050 |
|
|
2024
Q3 | $1.07M | Buy |
12,820
+2,673
| +26% | +$224K | ﹤0.01% | 986 |
|
|
2024
Q2 | $811K | Sell |
10,147
-2,131
| -17% | -$170K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $988K | Buy |
12,278
+4,290
| +54% | +$345K | ﹤0.01% | 857 |
|
|
2023
Q4 | $649K | Sell |
7,988
-1,293
| -14% | -$105K | ﹤0.01% | 961 |
|
|
2023
Q3 | $705K | Buy |
9,281
+4,404
| +90% | +$335K | ﹤0.01% | 863 |
|
|
2023
Q2 | $385K | Buy |
4,877
+874
| +22% | +$69K | ﹤0.01% | 1024 |
|
|
2023
Q1 | $321K | Sell |
4,003
-472
| -11% | -$37.9K | ﹤0.01% | 1033 |
|
|
2022
Q4 | $347K | Sell |
4,475
-1,195
| -21% | -$92.7K | ﹤0.01% | 908 |
|
|
2022
Q3 | $429K | Sell |
5,670
-3,630
| -39% | -$275K | ﹤0.01% | 794 |
|
|
2022
Q2 | $744K | Buy |
9,300
+400
| +4% | +$32K | 0.01% | 632 |
|
|
2022
Q1 | $766K | Sell |
8,900
-2,017
| -18% | -$174K | 0.01% | 623 |
|
|
2021
Q4 | $1.01M | Buy |
+10,917
| New | +$1.01M | 0.01% | 573 |
|
|
2021
Q2 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2021
Q1 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2020
Q4 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2020
Q3 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2020
Q2 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2020
Q1 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2019
Q4 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2019
Q3 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2019
Q2 | $5.43M | Hold |
57,093
| – | – | 0.04% | 280 |
|
|
2019
Q1 | $5.43M | Buy |
57,093
+55,530
| +3,553% | +$5.28M | 0.04% | 280 |
|
|
2018
Q4 | $130K | Buy |
1,563
+1,010
| +183% | +$84K | ﹤0.01% | 680 |
|
|
2018
Q3 | $46K | Sell |
553
-822
| -60% | -$68.4K | ﹤0.01% | 764 |
|
|
2018
Q2 | $115K | Buy |
1,375
+1,136
| +475% | +$95K | ﹤0.01% | 500 |
|
|
2018
Q1 | $20K | Sell |
239
-35
| -13% | -$2.93K | ﹤0.01% | 714 |
|
|
2017
Q4 | $24K | Sell |
274
-686
| -71% | -$60.1K | ﹤0.01% | 671 |
|
|
2017
Q3 | $84K | Buy |
960
+2
| +0.2% | +$175 | ﹤0.01% | 435 |
|
|
2017
Q2 | $84K | Sell |
958
-2,118
| -69% | -$186K | ﹤0.01% | 402 |
|
|
2017
Q1 | $266K | Buy |
3,076
+1,786
| +138% | +$154K | 0.02% | 273 |
|
|
2016
Q4 | $111K | Buy |
1,290
+432
| +50% | +$37.2K | 0.01% | 336 |
|
|
2016
Q3 | $77K | Buy |
858
+1
| +0.1% | +$90 | 0.01% | 365 |
|
|
2016
Q2 | $77K | Sell |
857
-907
| -51% | -$81.5K | 0.01% | 335 |
|
|
2016
Q1 | $153K | Sell |
1,764
-537
| -23% | -$46.6K | 0.01% | 244 |
|
|
2015
Q4 | $193K | Sell |
2,301
-4,722
| -67% | -$396K | 0.02% | 226 |
|
|
2015
Q3 | $600K | Buy |
7,023
+1,271
| +22% | +$109K | 0.06% | 147 |
|
|
2015
Q2 | $491K | Buy |
+5,752
| New | +$491K | 0.05% | 142 |
|