Carson Wealth (CWM LLC)
VCF

Carson Wealth (CWM LLC)’s Delaware Investments Colorado Municipal Income Fund VCF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VCF Stock Details VCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-725
Closed -$10K – 4056
2021
Q4 		$10K Buy
+725
New +$10.4K ﹤0.01% 2383
2021
Q2 		$11K Hold
725
– – ﹤0.01% 2084
2021
Q1 		$11K Hold
725
– – ﹤0.01% 2083
2020
Q4 		$11K Hold
725
– – ﹤0.01% 2082
2020
Q3 		$11K Hold
725
– – ﹤0.01% 2081
2020
Q2 		$11K Hold
725
– – ﹤0.01% 2080
2020
Q1 		$11K Hold
725
– – ﹤0.01% 2080
2019
Q4 		$11K Hold
725
– – ﹤0.01% 2080
2019
Q3 		$11K Hold
725
– – ﹤0.01% 2080
2019
Q2 		$11K Hold
725
– – ﹤0.01% 2079
2019
Q1 		$11K Hold
725
– – ﹤0.01% 2079
2018
Q4 		$9K Buy
+725
New +$9.91K ﹤0.01% 1395

Other funds holding VCF

WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VCF Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Delaware Investments Colorado Municipal Income Fund (VCF) in Q1 2022, closing a stake of 725 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in VCF in Q4 2018 and held it in 12 quarters. The position peaked at $11K in Q2 2021. 1 fund tracked by Wall St. Rank holds VCF as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Delaware Investments Colorado Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 725 Delaware Investments Colorado Municipal Income Fund shares in Q1 2022, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Delaware Investments Colorado Municipal Income Fund in Q4 2018 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Delaware Investments Colorado Municipal Income Fund position peaked at $11K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Delaware Investments Colorado Municipal Income Fund as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.