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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.4M | Buy |
|
|||||
|
2025
Q2 | $73K | Buy |
|
|||||
|
2025
Q1 | $6K | Sell |
|
|||||
|
2024
Q4 | $6K | Sell |
|
|||||
|
2024
Q3 | $10K | Sell |
|
|||||
|
2024
Q2 | $12K | Buy |
|
|||||
|
2024
Q1 | $7K | Sell |
|
|||||
|
2023
Q4 | $298K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $10K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $3K | Sell |
|
|||||
|
2022
Q2 | $5K | Sell |
|
|||||
|
2022
Q1 | $10K | Buy |
|
|||||
|
2021
Q4 | $9K | Buy |
|
|||||
|
2021
Q2 | $4K | Hold |
|
|||||
|
2021
Q1 | $4K | Hold |
|
|||||
|
2020
Q4 | $4K | Hold |
|
|||||
|
2020
Q3 | $4K | Hold |
|
|||||
|
2020
Q2 | $4K | Hold |
|
|||||
|
2020
Q1 | $4K | Hold |
|
|||||
|
2019
Q4 | $4K | Hold |
|
|||||
|
2019
Q3 | $4K | Hold |
|
|||||
|
2019
Q2 | $4K | Hold |
|
|||||
|
2019
Q1 | $4K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $794K | Sell |
|
|||||
|
2017
Q4 | $982K | Sell |
|
|||||
|
2017
Q3 | $1.06M | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $706K | Sell |
|
|||||
|
2016
Q4 | $872K | Buy |
|
|||||
|
2016
Q3 | $765K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $450K | Buy |
|
|||||
|
2015
Q1 | $455K | Buy |
|