Carson Wealth (CWM LLC)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22M | Sell |
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|
2025
Q2 | $21.6M | Sell |
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|
2025
Q1 | $22.2M | Sell |
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|
2024
Q4 | $28M | Sell |
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|
2024
Q3 | $30.6M | Sell |
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|
2024
Q2 | $34.9M | Sell |
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|
2024
Q1 | $37.5M | Buy |
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|
2023
Q4 | $37.8M | Sell |
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|
2023
Q3 | $43.5M | Buy |
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|
2023
Q2 | $44.4M | Buy |
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|
2023
Q1 | $42.1M | Buy |
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|
2022
Q4 | $38.8M | Buy |
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|
2022
Q3 | $37.1M | Buy |
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|
2022
Q2 | $22.4M | Buy |
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|
2022
Q1 | $20.2M | Buy |
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|
2021
Q4 | $16.7M | Buy |
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|
2021
Q2 | $11.9M | Hold |
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|
2021
Q1 | $11.9M | Hold |
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|
2020
Q4 | $11.9M | Hold |
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|
2020
Q3 | $11.9M | Hold |
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|
2020
Q2 | $11.9M | Hold |
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|
2020
Q1 | $11.9M | Hold |
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|
2019
Q4 | $11.9M | Hold |
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|
2019
Q3 | $11.9M | Hold |
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|
2019
Q2 | $11.9M | Hold |
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|
2019
Q1 | $11.9M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Buy |
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