Carson Wealth (CWM LLC)’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.44M | Buy |
|
|||||
|
2025
Q2 | $1.49M | Buy |
|
|||||
|
2025
Q1 | $942K | Sell |
|
|||||
|
2024
Q4 | $1.08M | Sell |
|
|||||
|
2024
Q3 | $1.09M | Sell |
|
|||||
|
2024
Q2 | $1.2M | Buy |
|
|||||
|
2024
Q1 | $930K | Buy |
|
|||||
|
2023
Q4 | $816K | Buy |
|
|||||
|
2023
Q3 | $525K | Buy |
|
|||||
|
2023
Q2 | $382K | Sell |
|
|||||
|
2023
Q1 | $353K | Sell |
|
|||||
|
2022
Q4 | $374K | Sell |
|
|||||
|
2022
Q3 | $504K | Buy |
|
|||||
|
2022
Q2 | $369K | Sell |
|
|||||
|
2022
Q1 | $495K | Hold |
|
|||||
|
2021
Q4 | $548K | Buy |
|
|||||
|
2021
Q2 | $509K | Hold |
|
|||||
|
2021
Q1 | $509K | Hold |
|
|||||
|
2020
Q4 | $509K | Hold |
|
|||||
|
2020
Q3 | $509K | Hold |
|
|||||
|
2020
Q2 | $509K | Hold |
|
|||||
|
2020
Q1 | $509K | Hold |
|
|||||
|
2019
Q4 | $509K | Hold |
|
|||||
|
2019
Q3 | $509K | Hold |
|
|||||
|
2019
Q2 | $509K | Hold |
|
|||||
|
2019
Q1 | $509K | Sell |
|
|||||
|
2018
Q4 | $541K | Buy |
|
|||||
|
2018
Q3 | $318K | Buy |
|
|||||
|
2018
Q2 | $160K | Hold |
|
|||||
|
2018
Q1 | $151K | Hold |
|
|||||
|
2017
Q4 | $149K | Hold |
|
|||||
|
2017
Q3 | $141K | Sell |
|
|||||
|
2017
Q2 | $154K | Hold |
|
|||||
|
2017
Q1 | $148K | Hold |
|
|||||
|
2016
Q4 | $134K | Hold |
|
|||||
|
2016
Q3 | $135K | Hold |
|
|||||
|
2016
Q2 | $129K | Hold |
|
|||||
|
2016
Q1 | $128K | Buy |
|