Carson Wealth (CWM LLC)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45M | Sell |
565,410
-3,075
| -0.5% | -$244K | 0.16% | 121 |
|
|
2025
Q1 | $44.9M | Buy |
568,485
+242,031
| +74% | +$19.1M | 0.18% | 110 |
|
|
2024
Q4 | $25.5M | Buy |
326,454
+3,062
| +0.9% | +$239K | 0.11% | 169 |
|
|
2024
Q3 | $25.7M | Sell |
323,392
-115,256
| -26% | -$9.15M | 0.11% | 171 |
|
|
2024
Q2 | $33.9M | Sell |
438,648
-26,315
| -6% | -$2.03M | 0.16% | 128 |
|
|
2024
Q1 | $35.9M | Sell |
464,963
-24,823
| -5% | -$1.92M | 0.17% | 125 |
|
|
2023
Q4 | $37.9M | Buy |
489,786
+31,551
| +7% | +$2.44M | 0.2% | 95 |
|
|
2023
Q3 | $34.4M | Buy |
458,235
+46,126
| +11% | +$3.47M | 0.21% | 92 |
|
|
2023
Q2 | $31.2M | Buy |
412,109
+10,698
| +3% | +$809K | 0.19% | 100 |
|
|
2023
Q1 | $30.6M | Buy |
401,411
+47,025
| +13% | +$3.58M | 0.21% | 97 |
|
|
2022
Q4 | $26.6M | Buy |
354,386
+25,240
| +8% | +$1.9M | 0.2% | 111 |
|
|
2022
Q3 | $24.4M | Buy |
329,146
+325,125
| +8,086% | +$24.2M | 0.19% | 107 |
|
|
2022
Q2 | $307K | Buy |
4,021
+3,302
| +459% | +$252K | ﹤0.01% | 881 |
|
|
2022
Q1 | $56K | Sell |
719
-164
| -19% | -$12.8K | ﹤0.01% | 1555 |
|
|
2021
Q4 | $72K | Buy |
+883
| New | +$72K | ﹤0.01% | 1431 |
|
|
2021
Q2 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2021
Q1 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q4 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q3 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q2 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q1 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q4 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q3 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q2 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q1 | $143K | Sell |
1,723
-19,036
| -92% | -$1.58M | ﹤0.01% | 1010 |
|
|
2018
Q4 | $1.62M | Buy |
20,759
+4,205
| +25% | +$328K | 0.04% | 313 |
|
|
2018
Q3 | $1.29M | Buy |
16,554
+16,453
| +16,290% | +$1.29M | 0.03% | 292 |
|
|
2018
Q2 | $8K | Sell |
101
-249
| -71% | -$19.7K | ﹤0.01% | 1082 |
|
|
2018
Q1 | $27K | Sell |
350
-310
| -47% | -$23.9K | ﹤0.01% | 657 |
|
|
2017
Q4 | $52K | Buy |
660
+310
| +89% | +$24.4K | ﹤0.01% | 523 |
|
|
2017
Q3 | $28K | Buy |
+350
| New | +$28K | ﹤0.01% | 641 |
|