Carson Wealth (CWM LLC)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
13,776
-3,847
| -22% | -$194K | ﹤0.01% | 1441 |
|
|
2025
Q1 | $879K | Sell |
17,623
-2,743
| -13% | -$137K | ﹤0.01% | 1196 |
|
|
2024
Q4 | $986K | Sell |
20,366
-29,542
| -59% | -$1.43M | ﹤0.01% | 1093 |
|
|
2024
Q3 | $2.46M | Sell |
49,908
-33,487
| -40% | -$1.65M | 0.01% | 636 |
|
|
2024
Q2 | $4.05M | Buy |
83,395
+62,231
| +294% | +$3.02M | 0.02% | 465 |
|
|
2024
Q1 | $1.01M | Sell |
21,164
-14,452
| -41% | -$692K | ﹤0.01% | 847 |
|
|
2023
Q4 | $1.69M | Sell |
35,616
-3,083
| -8% | -$146K | 0.01% | 612 |
|
|
2023
Q3 | $1.83M | Buy |
38,699
+24,443
| +171% | +$1.16M | 0.01% | 565 |
|
|
2023
Q2 | $676K | Buy |
14,256
+9,063
| +175% | +$430K | ﹤0.01% | 844 |
|
|
2023
Q1 | $248K | Sell |
5,193
-169
| -3% | -$8.07K | ﹤0.01% | 1118 |
|
|
2022
Q4 | $250K | Buy |
5,362
+669
| +14% | +$31.2K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $226K | Buy |
4,693
+1,666
| +55% | +$80.2K | ﹤0.01% | 1002 |
|
|
2022
Q2 | $152K | Sell |
3,027
-6,347
| -68% | -$319K | ﹤0.01% | 1153 |
|
|
2022
Q1 | $480K | Buy |
9,374
+9,051
| +2,802% | +$463K | ﹤0.01% | 741 |
|
|
2021
Q4 | $17K | Buy |
+323
| New | +$17K | ﹤0.01% | 2085 |
|
|
2021
Q2 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2021
Q1 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2020
Q4 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2020
Q3 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2020
Q2 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2020
Q1 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q4 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q3 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q2 | $10K | Hold |
196
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q1 | $10K | Buy |
196
+120
| +158% | +$6.12K | ﹤0.01% | 2118 |
|
|
2018
Q4 | $4K | Sell |
76
-1,411
| -95% | -$74.3K | ﹤0.01% | 1610 |
|
|
2018
Q3 | $72K | Buy |
1,487
+903
| +155% | +$43.7K | ﹤0.01% | 673 |
|
|
2018
Q2 | $29K | Buy |
584
+148
| +34% | +$7.35K | ﹤0.01% | 760 |
|
|
2018
Q1 | $21K | Hold |
436
| – | – | ﹤0.01% | 705 |
|
|
2017
Q4 | $21K | Sell |
436
-173
| -28% | -$8.33K | ﹤0.01% | 691 |
|
|
2017
Q3 | $30K | Buy |
+609
| New | +$30K | ﹤0.01% | 626 |
|
|
2017
Q2 | – | Sell |
-1,053
| Closed | -$52K | – | 1325 |
|
|
2017
Q1 | $52K | Buy |
+1,053
| New | +$52K | ﹤0.01% | 454 |
|