Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.4M | Buy |
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|
2025
Q2 | $16.7M | Buy |
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|
2025
Q1 | $16.1M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $4.96M | Sell |
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|
2024
Q2 | $9.29M | Buy |
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|
2024
Q1 | $961K | Buy |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $801K | Buy |
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|
2023
Q2 | $88K | Buy |
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|
2023
Q1 | $21K | Sell |
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|
2022
Q4 | $27K | Buy |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q2 | $376K | Hold |
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|
2021
Q1 | $376K | Hold |
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|
2020
Q4 | $376K | Hold |
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|
2020
Q3 | $376K | Hold |
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|
2020
Q2 | $376K | Hold |
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|
2020
Q1 | $376K | Hold |
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|
2019
Q4 | $376K | Hold |
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|
2019
Q3 | $376K | Hold |
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|
2019
Q2 | $376K | Hold |
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|
2019
Q1 | $376K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $9K | Sell |
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|
2016
Q2 | $590K | Buy |
|