Carson Wealth (CWM LLC)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.4M | Sell |
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|
2025
Q2 | $15.1M | Sell |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $7.14M | Buy |
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|
2024
Q3 | $6.8M | Buy |
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|
2024
Q2 | $6.25M | Buy |
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|
2024
Q1 | $6.04M | Buy |
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|
2023
Q4 | $5.44M | Buy |
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|
2023
Q3 | $4.56M | Sell |
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|
2023
Q2 | $5.66M | Buy |
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|
2023
Q1 | $4.72M | Buy |
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|
2022
Q4 | $3.96M | Buy |
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|
2022
Q3 | $2.75M | Buy |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.75M | Sell |
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|
2021
Q4 | $17.7M | Buy |
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|
2021
Q2 | $24.9M | Hold |
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|
2021
Q1 | $24.9M | Hold |
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|
2020
Q4 | $24.9M | Hold |
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|
2020
Q3 | $24.9M | Hold |
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|
2020
Q2 | $24.9M | Hold |
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|
2020
Q1 | $24.9M | Hold |
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|
2019
Q4 | $24.9M | Hold |
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|
2019
Q3 | $24.9M | Hold |
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|
2019
Q2 | $24.9M | Hold |
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|
2019
Q1 | $24.9M | Buy |
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|
2018
Q4 | $605K | Buy |
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|
2018
Q3 | $631K | Buy |
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|
2018
Q2 | $487K | Hold |
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|
2018
Q1 | $454K | Buy |
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|
2017
Q4 | $441K | Buy |
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|
2017
Q3 | $392K | Buy |
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|
2017
Q2 | $362K | Sell |
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|
2017
Q1 | $399K | Buy |
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|
2016
Q4 | $318K | Buy |
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|
2016
Q3 | $234K | Buy |
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|
2016
Q2 | $100K | Sell |
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|
2016
Q1 | $106K | Buy |
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|
2015
Q4 | $2K | Buy |
|