Carson Wealth (CWM LLC)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
594
-160
| -21% | -$57.9K | ﹤0.01% | 2119 |
|
|
2025
Q1 | $245K | Buy |
754
+42
| +6% | +$13.6K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $267K | Buy |
712
+433
| +155% | +$162K | ﹤0.01% | 1661 |
|
|
2024
Q3 | $95K | Sell |
279
-57
| -17% | -$19.4K | ﹤0.01% | 2227 |
|
|
2024
Q2 | $105K | Sell |
336
-271
| -45% | -$84.7K | ﹤0.01% | 1950 |
|
|
2024
Q1 | $193K | Sell |
607
-80
| -12% | -$25.4K | ﹤0.01% | 1534 |
|
|
2023
Q4 | $209K | Buy |
687
+61
| +10% | +$18.6K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $169K | Buy |
626
+509
| +435% | +$137K | ﹤0.01% | 1373 |
|
|
2023
Q2 | $33K | Hold |
117
| – | – | ﹤0.01% | 2295 |
|
|
2023
Q1 | $30K | Sell |
117
-105
| -47% | -$26.9K | ﹤0.01% | 2230 |
|
|
2022
Q4 | $49K | Sell |
222
-8
| -3% | -$1.77K | ﹤0.01% | 1752 |
|
|
2022
Q3 | $54K | Buy |
230
+29
| +14% | +$6.81K | ﹤0.01% | 1625 |
|
|
2022
Q2 | $46K | Sell |
201
-489
| -71% | -$112K | ﹤0.01% | 1667 |
|
|
2022
Q1 | $211K | Hold |
690
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q4 | $235K | Buy |
+690
| New | +$235K | ﹤0.01% | 954 |
|
|
2021
Q2 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2021
Q1 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2020
Q4 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2020
Q3 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2020
Q2 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2020
Q1 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2019
Q4 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2019
Q3 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2019
Q2 | $23K | Hold |
73
| – | – | ﹤0.01% | 1732 |
|
|
2019
Q1 | $23K | Sell |
73
-184
| -72% | -$58K | ﹤0.01% | 1732 |
|
|
2018
Q4 | $39K | Sell |
257
-21
| -8% | -$3.19K | ﹤0.01% | 942 |
|
|
2018
Q3 | $50K | Buy |
278
+1
| +0.4% | +$180 | ﹤0.01% | 750 |
|
|
2018
Q2 | $47K | Hold |
277
| – | – | ﹤0.01% | 643 |
|
|
2018
Q1 | $44K | Hold |
277
| – | – | ﹤0.01% | 576 |
|
|
2017
Q4 | $43K | Buy |
277
+2
| +0.7% | +$310 | ﹤0.01% | 554 |
|
|
2017
Q3 | $39K | Hold |
275
| – | – | ﹤0.01% | 564 |
|
|
2017
Q2 | $39K | Hold |
275
| – | – | ﹤0.01% | 511 |
|
|
2017
Q1 | $38K | Buy |
275
+1
| +0.4% | +$138 | ﹤0.01% | 505 |
|
|
2016
Q4 | $35K | Sell |
274
-522
| -66% | -$66.7K | ﹤0.01% | 494 |
|
|
2016
Q3 | $100K | Hold |
796
| – | – | 0.01% | 335 |
|
|
2016
Q2 | $97K | Sell |
796
-1,134
| -59% | -$138K | 0.01% | 307 |
|
|
2016
Q1 | $239K | Buy |
+1,930
| New | +$239K | 0.02% | 221 |
|