Carson Wealth (CWM LLC)’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.6M | Buy |
235,808
+15,458
| +7% | +$1.17M | 0.05% | 370 |
|
|
2025
Q4 | $16.7M | Buy |
220,350
+8,567
| +4% | +$661K | 0.05% | 373 |
|
|
2025
Q3 | $16.4M | Buy |
211,783
+210,823
| +21,961% | +$16M | 0.05% | 327 |
|
|
2025
Q2 | $73K | Buy |
960
+881
| +1,115% | +$65.1K | ﹤0.01% | 2984 |
|
|
2025
Q1 | $6K | Sell |
79
-3
| -4% | -$226 | ﹤0.01% | 4411 |
|
|
2024
Q4 | $6K | Sell |
82
-40
| -33% | -$3.11K | ﹤0.01% | 4155 |
|
|
2024
Q3 | $10K | Sell |
122
-34
| -22% | -$2.69K | ﹤0.01% | 3805 |
|
|
2024
Q2 | $12K | Buy |
156
+69
| +79% | +$5.24K | ﹤0.01% | 3458 |
|
|
2024
Q1 | $7K | Sell |
87
-3,629
| -98% | -$283K | ﹤0.01% | 3546 |
|
|
2023
Q4 | $298K | Buy |
+3,716
| New | +$273K | ﹤0.01% | 1249 |
|
|
2023
Q3 | – | Sell |
-127
| Closed | -$10K | – | 4553 |
|
|
2023
Q2 | $10K | Buy |
+127
| New | +$9.92K | ﹤0.01% | 3106 |
|
|
2022
Q4 | – | Sell |
-41
| Closed | -$3K | – | 4272 |
|
|
2022
Q3 | $3K | Sell |
41
-25
| -38% | -$2.03K | ﹤0.01% | 3375 |
|
|
2022
Q2 | $5K | Sell |
66
-36
| -35% | -$3.04K | ﹤0.01% | 3020 |
|
|
2022
Q1 | $10K | Buy |
102
+19
| +23% | +$1.85K | ﹤0.01% | 2502 |
|
|
2021
Q4 | $9K | Buy |
+83
| New | +$8.83K | ﹤0.01% | 2441 |
|
|
2021
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 2476 |
|
|
2021
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 2476 |
|
|
2020
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 2475 |
|
|
2020
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 2475 |
|
|
2020
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 2475 |
|
|
2020
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 2475 |
|
|
2019
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 2473 |
|
|
2019
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 2473 |
|
|
2019
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 2472 |
|
|
2019
Q1 | $4K | Buy |
+40
| New | +$3.51K | ﹤0.01% | 2469 |
|
|
2018
Q2 | – | Sell |
-8,689
| Closed | -$794K | – | 1782 |
|
|
2018
Q1 | $794K | Sell |
8,689
-1,562
| -15% | -$144K | 0.03% | 247 |
|
|
2017
Q4 | $982K | Sell |
10,251
-1,022
| -9% | -$96.7K | 0.04% | 231 |
|
|
2017
Q3 | $1.06M | Buy |
+11,273
| New | +$1.06M | 0.05% | 204 |
|
|
2017
Q2 | – | Sell |
-7,857
| Closed | -$706K | – | 1320 |
|
|
2017
Q1 | $706K | Sell |
7,857
-1,906
| -20% | -$171K | 0.04% | 207 |
|
|
2016
Q4 | $872K | Buy |
9,763
+1,766
| +22% | +$160K | 0.05% | 189 |
|
|
2016
Q3 | $765K | Buy |
+7,997
| New | +$764K | 0.05% | 182 |
|
|
2015
Q3 | – | Sell |
-5,273
| Closed | -$450K | – | 659 |
|
|
2015
Q2 | $450K | Buy |
5,273
+440
| +9% | +$39.4K | 0.04% | 146 |
|
|
2015
Q1 | $455K | Buy |
+4,833
| New | +$455K | 0.05% | 146 |
|
Other funds holding VCLT
MYLI
A
CTB
VMPIC
