Carson Wealth (CWM LLC)’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Sell |
866
-595
| -41% | -$33.7K | ﹤0.01% | 3306 |
|
|
2025
Q1 | $84K | Sell |
1,461
-85
| -5% | -$4.89K | ﹤0.01% | 2574 |
|
|
2024
Q4 | $86K | Sell |
1,546
-611
| -28% | -$34K | ﹤0.01% | 2388 |
|
|
2024
Q3 | $133K | Sell |
2,157
-3,473
| -62% | -$214K | ﹤0.01% | 2007 |
|
|
2024
Q2 | $325K | Sell |
5,630
-7,293
| -56% | -$421K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $766K | Buy |
12,923
+3,350
| +35% | +$199K | ﹤0.01% | 964 |
|
|
2023
Q4 | $589K | Sell |
9,573
-1,417
| -13% | -$87.2K | ﹤0.01% | 1002 |
|
|
2023
Q3 | $610K | Buy |
10,990
+1,866
| +20% | +$104K | ﹤0.01% | 915 |
|
|
2023
Q2 | $580K | Buy |
9,124
+4,500
| +97% | +$286K | ﹤0.01% | 894 |
|
|
2023
Q1 | $303K | Sell |
4,624
-187
| -4% | -$12.3K | ﹤0.01% | 1054 |
|
|
2022
Q4 | $296K | Buy |
4,811
+4,742
| +6,872% | +$292K | ﹤0.01% | 956 |
|
|
2022
Q3 | $4K | Sell |
69
-1,081
| -94% | -$62.7K | ﹤0.01% | 3224 |
|
|
2022
Q2 | $81K | Buy |
+1,150
| New | +$81K | ﹤0.01% | 1401 |
|
|
2022
Q1 | – | Sell |
-265
| Closed | -$24K | – | 3862 |
|
|
2021
Q4 | $24K | Buy |
+265
| New | +$24K | ﹤0.01% | 1900 |
|
|
2016
Q4 | – | Sell |
-280
| Closed | -$24K | – | 1189 |
|
|
2016
Q3 | $24K | Sell |
280
-18,304
| -98% | -$1.57M | ﹤0.01% | 531 |
|
|
2016
Q2 | $1.58M | Buy |
+18,584
| New | +$1.58M | 0.12% | 158 |
|