Carson Wealth (CWM LLC)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20K | Sell |
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|
2025
Q2 | $42K | Hold |
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|
2025
Q1 | $40K | Hold |
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|
2024
Q4 | $42K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $19K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $177K | Sell |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $344K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7K | Buy |
|