Carson Wealth (CWM LLC)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Sell |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $526K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $164K | Sell |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $732K | Sell |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $89K | Hold |
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|
2020
Q4 | $89K | Hold |
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|
2020
Q3 | $89K | Hold |
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|
2020
Q2 | $89K | Hold |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $89K | Hold |
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|
2019
Q3 | $89K | Hold |
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|
2019
Q2 | $89K | Hold |
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|
2019
Q1 | $89K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $31K | Sell |
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|
2018
Q2 | $33K | Buy |
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|
2018
Q1 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $456K | Buy |
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|
2015
Q4 | $424K | Sell |
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|
2015
Q3 | $469K | Sell |
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|
2015
Q2 | $475K | Buy |
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|
2015
Q1 | $455K | Buy |
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|
2014
Q4 | $255K | Sell |
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|
2014
Q3 | $279K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Buy |
|