Carson Wealth (CWM LLC)’s Vanguard Consumer Staples ETF VDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $602K | Sell |
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|
2025
Q2 | $3.3M | Sell |
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|
2025
Q1 | $4.03M | Buy |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $185K | Buy |
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|
2023
Q2 | $33K | Buy |
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|
2023
Q1 | $31K | Sell |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $66K | Sell |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $90K | Buy |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $35K | Hold |
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|
2019
Q1 | $35K | Hold |
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|
2018
Q4 | $25K | Sell |
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|
2018
Q3 | $167K | Sell |
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|
2018
Q2 | $175K | Buy |
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|
2018
Q1 | $162K | Sell |
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|
2017
Q4 | $177K | Sell |
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|
2017
Q3 | $172K | Buy |
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|
2017
Q2 | $168K | Hold |
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|
2017
Q1 | $168K | Hold |
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|
2016
Q4 | $160K | Buy |
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|
2016
Q3 | $115K | Hold |
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|
2016
Q2 | $118K | Sell |
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|
2016
Q1 | $255K | Buy |
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