Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1K Hold
2025
Q2 		$1K Buy
2023
Q2 		– Sell
2023
Q1 		$0 Sell
2022
Q4 		$19K Buy
2019
Q1 		– Sell
2018
Q4 		$16K Buy