Carson Wealth (CWM LLC)’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.78M | Buy |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $161K | Sell |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $153K | Buy |
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|
2022
Q1 | $158K | Buy |
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|
2021
Q4 | $160K | Buy |
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|
2021
Q2 | $145K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $145K | Hold |
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|
2020
Q3 | $145K | Hold |
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|
2020
Q2 | $145K | Hold |
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|
2020
Q1 | $145K | Hold |
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|
2019
Q4 | $145K | Hold |
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|
2019
Q3 | $145K | Hold |
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|
2019
Q2 | $145K | Hold |
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|
2019
Q1 | $145K | Sell |
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|
2018
Q4 | $144K | Buy |
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