Carson Wealth (CWM LLC)’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68K | Buy |
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|
2025
Q2 | $49K | Sell |
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|
2025
Q1 | $84K | Sell |
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|
2024
Q4 | $86K | Sell |
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|
2024
Q3 | $133K | Sell |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $766K | Buy |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $24K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $24K | Sell |
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|
2016
Q2 | $1.58M | Buy |
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