Carson Wealth (CWM LLC)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $761K | Sell |
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|
2025
Q2 | $4.63M | Buy |
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|
2025
Q1 | $3.61M | Buy |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $784K | Sell |
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|
2024
Q2 | $773K | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $170K | Buy |
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|
2022
Q1 | $22K | Sell |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q2 | $107K | Hold |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $107K | Hold |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $107K | Hold |
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|
2019
Q4 | $107K | Hold |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $107K | Hold |
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|
2019
Q1 | $107K | Sell |
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|
2018
Q4 | $204K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $24K | Hold |
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|
2016
Q4 | $24K | Sell |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $39K | Hold |
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|
2015
Q4 | $38K | Buy |
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