Carson Wealth (CWM LLC)’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 5017 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | – | – | 4302 |
|
|
2023
Q1 | $0 | Sell |
2
-224
| -99% | – | ﹤0.01% | 4180 |
|
|
2022
Q4 | $19K | Buy |
+226
| New | +$19K | ﹤0.01% | 2406 |
|
|
2019
Q1 | – | Sell |
-264
| Closed | -$16K | – | 3073 |
|
|
2018
Q4 | $16K | Buy |
+264
| New | +$16K | ﹤0.01% | 1194 |
|