Carson Wealth (CWM LLC)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.3K | Sell |
232
-181
| -44% | -$69.8K | ﹤0.01% | 3422 |
|
|
2025
Q4 | $163K | Buy |
413
+23
| +6% | +$9K | ﹤0.01% | 2729 |
|
|
2025
Q3 | $154K | Sell |
390
-204
| -34% | -$77.7K | ﹤0.01% | 2653 |
|
|
2025
Q2 | $215K | Sell |
594
-160
| -21% | -$54.3K | ﹤0.01% | 2121 |
|
|
2025
Q1 | $245K | Buy |
754
+42
| +6% | +$15.2K | ﹤0.01% | 1792 |
|
|
2024
Q4 | $267K | Buy |
712
+433
| +155% | +$156K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $95K | Sell |
279
-57
| -17% | -$18.2K | ﹤0.01% | 2229 |
|
|
2024
Q2 | $105K | Sell |
336
-271
| -45% | -$83K | ﹤0.01% | 1952 |
|
|
2024
Q1 | $193K | Sell |
607
-80
| -12% | -$24.4K | ﹤0.01% | 1535 |
|
|
2023
Q4 | $209K | Buy |
687
+61
| +10% | +$17K | ﹤0.01% | 1408 |
|
|
2023
Q3 | $169K | Buy |
626
+509
| +435% | +$144K | ﹤0.01% | 1374 |
|
|
2023
Q2 | $33K | Hold |
117
| – | – | ﹤0.01% | 2298 |
|
|
2023
Q1 | $30K | Sell |
117
-105
| -47% | -$25.6K | ﹤0.01% | 2232 |
|
|
2022
Q4 | $49K | Sell |
222
-8
| -3% | -$1.87K | ﹤0.01% | 1754 |
|
|
2022
Q3 | $54K | Buy |
230
+29
| +14% | +$7.5K | ﹤0.01% | 1627 |
|
|
2022
Q2 | $46K | Sell |
201
-489
| -71% | -$128K | ﹤0.01% | 1669 |
|
|
2022
Q1 | $211K | Hold |
690
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q4 | $235K | Buy |
+690
| New | +$232K | ﹤0.01% | 956 |
|
|
2021
Q2 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q1 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2020
Q4 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2020
Q3 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2020
Q2 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2020
Q1 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2019
Q4 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2019
Q3 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2019
Q2 | $23K | Hold |
73
| – | – | ﹤0.01% | 1736 |
|
|
2019
Q1 | $23K | Sell |
73
-184
| -72% | -$30.4K | ﹤0.01% | 1736 |
|
|
2018
Q4 | $39K | Sell |
257
-21
| -8% | -$3.4K | ﹤0.01% | 945 |
|
|
2018
Q3 | $50K | Buy |
278
+1
| +0.4% | +$177 | ﹤0.01% | 752 |
|
|
2018
Q2 | $47K | Hold |
277
| – | – | ﹤0.01% | 646 |
|
|
2018
Q1 | $44K | Hold |
277
| – | – | ﹤0.01% | 577 |
|
|
2017
Q4 | $43K | Buy |
277
+2
| +0.7% | +$298 | ﹤0.01% | 555 |
|
|
2017
Q3 | $39K | Hold |
275
| – | – | ﹤0.01% | 565 |
|
|
2017
Q2 | $39K | Hold |
275
| – | – | ﹤0.01% | 512 |
|
|
2017
Q1 | $38K | Buy |
275
+1
| +0.4% | +$135 | ﹤0.01% | 506 |
|
|
2016
Q4 | $35K | Sell |
274
-522
| -66% | -$66.3K | ﹤0.01% | 495 |
|
|
2016
Q3 | $100K | Hold |
796
| – | – | 0.01% | 336 |
|
|
2016
Q2 | $97K | Sell |
796
-1,134
| -59% | -$140K | 0.01% | 308 |
|
|
2016
Q1 | $239K | Buy |
+1,930
| New | +$225K | 0.02% | 222 |
|
Other funds holding VCR
PCH
BCMIO
