Carson Wealth (CWM LLC)’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.5M | Buy |
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|
2025
Q2 | $22.8M | Buy |
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|
2025
Q1 | $18.5M | Buy |
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|
2024
Q4 | $7.7M | Buy |
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|
2024
Q3 | $5.43M | Sell |
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|
2024
Q2 | $5.05M | Sell |
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|
2024
Q1 | $5.4M | Buy |
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|
2023
Q4 | $4.65M | Buy |
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|
2023
Q3 | $3.25M | Buy |
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|
2023
Q2 | $3.3M | Buy |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $1.11M | Hold |
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|
2020
Q4 | $1.11M | Hold |
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|
2020
Q3 | $1.11M | Hold |
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|
2020
Q2 | $1.11M | Hold |
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|
2020
Q1 | $1.11M | Hold |
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|
2019
Q4 | $1.11M | Hold |
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|
2019
Q3 | $1.11M | Hold |
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|
2019
Q2 | $1.11M | Hold |
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|
2019
Q1 | $1.11M | Sell |
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|
2018
Q4 | $1.81M | Buy |
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|
2018
Q3 | $1.89M | Buy |
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|
2018
Q2 | $481K | Buy |
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|
2018
Q1 | $432K | Buy |
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|
2017
Q4 | $427K | Sell |
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|
2017
Q3 | $409K | Hold |
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|
2017
Q2 | $392K | Sell |
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|
2017
Q1 | $514K | Buy |
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|
2016
Q4 | $452K | Sell |
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|
2016
Q3 | $657K | Sell |
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|
2016
Q2 | $4.72M | Buy |
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|
2016
Q1 | $126K | Buy |
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|
2015
Q4 | $87K | Buy |
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|
2015
Q3 | $13K | Buy |
|