CWM

CarsonAllaria Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-420	Closed	-$31.8K	–	370
2023 Q2	$31.8K	Buy	420 +2	+0.5%	+$151	0.03%	140
2023 Q1	$32K	Buy	+418	New	+$32K	0.03%	138