Carson Wealth (CWM LLC)’s Vitamin Cottage Natural Grocers NGVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Sell |
1,228
-63
| -5% | -$2.46K | ﹤0.01% | 3316 |
|
|
2025
Q1 | $52K | Buy |
1,291
+809
| +168% | +$32.6K | ﹤0.01% | 2956 |
|
|
2024
Q4 | $19K | Buy |
482
+93
| +24% | +$3.67K | ﹤0.01% | 3477 |
|
|
2024
Q3 | $12K | Buy |
389
+69
| +22% | +$2.13K | ﹤0.01% | 3680 |
|
|
2024
Q2 | $7K | Buy |
320
+294
| +1,131% | +$6.43K | ﹤0.01% | 3720 |
|
|
2024
Q1 | $0 | Buy |
26
+1
| +4% | – | ﹤0.01% | 4587 |
|
|
2023
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 4385 |
|
|
2023
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 4407 |
|
|
2023
Q2 | $0 | Buy |
+25
| New | – | ﹤0.01% | 4355 |
|