Carson Wealth (CWM LLC)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.6M | Sell |
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|
2025
Q2 | $45M | Sell |
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|
2025
Q1 | $44.9M | Buy |
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|
2024
Q4 | $25.5M | Buy |
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|
2024
Q3 | $25.7M | Sell |
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|
2024
Q2 | $33.9M | Sell |
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|
2024
Q1 | $35.9M | Sell |
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|
2023
Q4 | $37.9M | Buy |
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|
2023
Q3 | $34.4M | Buy |
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|
2023
Q2 | $31.2M | Buy |
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|
2023
Q1 | $30.6M | Buy |
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|
2022
Q4 | $26.6M | Buy |
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|
2022
Q3 | $24.4M | Buy |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q2 | $143K | Hold |
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|
2021
Q1 | $143K | Hold |
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|
2020
Q4 | $143K | Hold |
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|
2020
Q3 | $143K | Hold |
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|
2020
Q2 | $143K | Hold |
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|
2020
Q1 | $143K | Hold |
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|
2019
Q4 | $143K | Hold |
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|
2019
Q3 | $143K | Hold |
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|
2019
Q2 | $143K | Hold |
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|
2019
Q1 | $143K | Sell |
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|
2018
Q4 | $1.62M | Buy |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | $8K | Sell |
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|
2018
Q1 | $27K | Sell |
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|
2017
Q4 | $52K | Buy |
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|
2017
Q3 | $28K | Buy |
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