Carson Wealth (CWM LLC)’s Vanguard Mega Cap Value ETF MGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Buy |
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|
2025
Q2 | $478K | Sell |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $152K | Sell |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $16K | Sell |
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|
2023
Q1 | $114K | Sell |
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|
2022
Q4 | $189K | Sell |
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $556K | Buy |
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|
2021
Q2 | $177K | Hold |
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|
2021
Q1 | $177K | Hold |
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|
2020
Q4 | $177K | Hold |
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|
2020
Q3 | $177K | Hold |
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|
2020
Q2 | $177K | Hold |
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|
2020
Q1 | $177K | Hold |
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|
2019
Q4 | $177K | Hold |
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|
2019
Q3 | $177K | Hold |
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|
2019
Q2 | $177K | Hold |
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|
2019
Q1 | $177K | Sell |
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|
2018
Q4 | $168K | Buy |
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|
2018
Q3 | $57K | Buy |
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