Carson Wealth (CWM LLC)
SMB icon

Carson Wealth (CWM LLC)’s VanEck Short Muni ETF SMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$183K Buy
2025
Q2 		$76K Hold
2025
Q1 		$75K Hold
2024
Q4 		$75K Hold
2024
Q3 		$76K Hold
2024
Q2 		$75K Hold
2024
Q1 		$75K Hold
2023
Q4 		$75K Buy
2019
Q1 		– Sell
2018
Q4 		$47K Buy
2018
Q3 		$2K Buy