Carson Wealth (CWM LLC)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Hold |
438
| – | – | ﹤0.01% | 3415 |
|
|
2025
Q1 | $40K | Hold |
438
| – | – | ﹤0.01% | 3165 |
|
|
2024
Q4 | $42K | Buy |
+438
| New | +$42K | ﹤0.01% | 2928 |
|
|
2023
Q1 | – | Sell |
-248
| Closed | -$19K | – | 4181 |
|
|
2022
Q4 | $19K | Buy |
+248
| New | +$19K | ﹤0.01% | 2407 |
|
|
2022
Q3 | – | Sell |
-2,446
| Closed | -$177K | – | 4027 |
|
|
2022
Q2 | $177K | Sell |
2,446
-1,634
| -40% | -$118K | ﹤0.01% | 1086 |
|
|
2022
Q1 | $342K | Hold |
4,080
| – | – | ﹤0.01% | 838 |
|
|
2021
Q4 | $344K | Buy |
+4,080
| New | +$344K | ﹤0.01% | 829 |
|
|
2019
Q1 | – | Sell |
-138
| Closed | -$7K | – | 3074 |
|
|
2018
Q4 | $7K | Buy |
+138
| New | +$7K | ﹤0.01% | 1439 |
|