CWM

CarsonAllaria Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-196	Closed	-$14.8K	–	367
2023 Q2	$14.8K	Buy	196 +1	+0.5%	+$76	0.01%	193
2023 Q1	$15K	Buy	+195	New	+$15K	0.01%	184