CWM

CarsonAllaria Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-170	Closed	-$12.8K	–	368
2023 Q2	$12.8K	Buy	170 +2	+1%	+$150	0.01%	205
2023 Q1	$12.9K	Buy	+168	New	+$12.9K	0.01%	194