Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
279,730
+9,254
| +3% | +$553K | 0.06% | 281 |
|
|
2025
Q1 | $16.1M | Buy |
270,476
+251,635
| +1,336% | +$14.9M | 0.06% | 259 |
|
|
2024
Q4 | $1.09M | Sell |
18,841
-63,258
| -77% | -$3.67M | ﹤0.01% | 1032 |
|
|
2024
Q3 | $4.96M | Sell |
82,099
-77,455
| -49% | -$4.68M | 0.02% | 442 |
|
|
2024
Q2 | $9.29M | Buy |
159,554
+143,141
| +872% | +$8.34M | 0.04% | 307 |
|
|
2024
Q1 | $961K | Buy |
16,413
+3,407
| +26% | +$199K | ﹤0.01% | 870 |
|
|
2023
Q4 | $772K | Sell |
13,006
-1,006
| -7% | -$59.7K | ﹤0.01% | 908 |
|
|
2023
Q3 | $801K | Buy |
14,012
+12,508
| +832% | +$715K | ﹤0.01% | 826 |
|
|
2023
Q2 | $88K | Buy |
1,504
+1,160
| +337% | +$67.9K | ﹤0.01% | 1637 |
|
|
2023
Q1 | $21K | Sell |
344
-111
| -24% | -$6.78K | ﹤0.01% | 2485 |
|
|
2022
Q4 | $27K | Buy |
455
+149
| +49% | +$8.84K | ﹤0.01% | 2163 |
|
|
2022
Q3 | $18K | Buy |
306
+107
| +54% | +$6.29K | ﹤0.01% | 2304 |
|
|
2022
Q2 | $12K | Sell |
199
-46
| -19% | -$2.77K | ﹤0.01% | 2487 |
|
|
2022
Q1 | $15K | Sell |
245
-465
| -65% | -$28.5K | ﹤0.01% | 2266 |
|
|
2021
Q4 | $47K | Buy |
+710
| New | +$47K | ﹤0.01% | 1597 |
|
|
2021
Q2 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2021
Q1 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2020
Q4 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2020
Q3 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2020
Q2 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2020
Q1 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2019
Q4 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2019
Q3 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2019
Q2 | $376K | Hold |
5,541
| – | – | ﹤0.01% | 732 |
|
|
2019
Q1 | $376K | Buy |
+5,541
| New | +$376K | ﹤0.01% | 732 |
|
|
2016
Q4 | – | Sell |
-142
| Closed | -$9K | – | 1188 |
|
|
2016
Q3 | $9K | Sell |
142
-8,632
| -98% | -$547K | ﹤0.01% | 723 |
|
|
2016
Q2 | $590K | Buy |
+8,774
| New | +$590K | 0.04% | 189 |
|