Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vitamin Cottage Natural Grocers NGVC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NGVC Stock Details NGVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$24K Sell
2025
Q2 		$48K Sell
2025
Q1 		$52K Buy
2024
Q4 		$19K Buy
2024
Q3 		$12K Buy
2024
Q2 		$7K Buy
2024
Q1 		$0 Buy
2023
Q4 		$0 Hold
2023
Q3 		$0 Hold
2023
Q2 		$0 Buy