Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.9M | Buy |
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|
2025
Q2 | $33.6M | Buy |
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|
2025
Q1 | $28.8M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $811K | Sell |
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|
2024
Q1 | $988K | Buy |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $744K | Buy |
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|
2022
Q1 | $766K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q2 | $5.43M | Hold |
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|
2021
Q1 | $5.43M | Hold |
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|
2020
Q4 | $5.43M | Hold |
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|
2020
Q3 | $5.43M | Hold |
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|
2020
Q2 | $5.43M | Hold |
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|
2020
Q1 | $5.43M | Hold |
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|
2019
Q4 | $5.43M | Hold |
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|
2019
Q3 | $5.43M | Hold |
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|
2019
Q2 | $5.43M | Hold |
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|
2019
Q1 | $5.43M | Buy |
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|
2018
Q4 | $130K | Buy |
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|
2018
Q3 | $46K | Sell |
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|
2018
Q2 | $115K | Buy |
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|
2018
Q1 | $20K | Sell |
|
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|
2017
Q4 | $24K | Sell |
|
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|
2017
Q3 | $84K | Buy |
|
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|
2017
Q2 | $84K | Sell |
|
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|
2017
Q1 | $266K | Buy |
|
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|
2016
Q4 | $111K | Buy |
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|
2016
Q3 | $77K | Buy |
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|
2016
Q2 | $77K | Sell |
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|
2016
Q1 | $153K | Sell |
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|
2015
Q4 | $193K | Sell |
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|
2015
Q3 | $600K | Buy |
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|
2015
Q2 | $491K | Buy |
|