Carson Wealth (CWM LLC)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Sell |
202
-1,900
| -90% | -$198K | ﹤0.01% | 3872 |
|
|
2025
Q1 | $207K | Buy |
2,102
+1,747
| +492% | +$172K | ﹤0.01% | 1905 |
|
|
2024
Q4 | $37K | Buy |
355
+153
| +76% | +$15.9K | ﹤0.01% | 3007 |
|
|
2024
Q3 | $21K | Hold |
202
| – | – | ﹤0.01% | 3319 |
|
|
2024
Q2 | $20K | Hold |
202
| – | – | ﹤0.01% | 3110 |
|
|
2024
Q1 | $21K | Hold |
202
| – | – | ﹤0.01% | 2873 |
|
|
2023
Q4 | $19K | Hold |
202
| – | – | ﹤0.01% | 2797 |
|
|
2023
Q3 | $17K | Sell |
202
-200
| -50% | -$16.8K | ﹤0.01% | 2787 |
|
|
2023
Q2 | $36K | Hold |
402
| – | – | ﹤0.01% | 2229 |
|
|
2023
Q1 | $34K | Buy |
402
+200
| +99% | +$16.9K | ﹤0.01% | 2124 |
|
|
2022
Q4 | $17K | Hold |
202
| – | – | ﹤0.01% | 2476 |
|
|
2022
Q3 | $15K | Hold |
202
| – | – | ﹤0.01% | 2419 |
|
|
2022
Q2 | $15K | Hold |
202
| – | – | ﹤0.01% | 2310 |
|
|
2022
Q1 | $18K | Hold |
202
| – | – | ﹤0.01% | 2136 |
|
|
2021
Q4 | $19K | Buy |
+202
| New | +$19K | ﹤0.01% | 2019 |
|
|
2021
Q2 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2021
Q1 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2020
Q4 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2020
Q3 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2020
Q2 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2020
Q1 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2019
Q4 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2019
Q3 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2019
Q2 | $18K | Hold |
202
| – | – | ﹤0.01% | 1832 |
|
|
2019
Q1 | $18K | Sell |
202
-7,988
| -98% | -$712K | ﹤0.01% | 1832 |
|
|
2018
Q4 | $458K | Buy |
8,190
+7,988
| +3,954% | +$447K | 0.01% | 467 |
|
|
2018
Q3 | $14K | Sell |
202
-80
| -28% | -$5.55K | ﹤0.01% | 1053 |
|
|
2018
Q2 | $19K | Buy |
+282
| New | +$19K | ﹤0.01% | 843 |
|