Carson Wealth (CWM LLC)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Sell |
472,523
-4,578
| -1% | -$261K | 0.1% | 186 |
|
|
2025
Q1 | $24.3M | Buy |
477,101
+328,033
| +220% | +$16.7M | 0.1% | 195 |
|
|
2024
Q4 | $7.13M | Buy |
149,068
+23,428
| +19% | +$1.12M | 0.03% | 394 |
|
|
2024
Q3 | $6.64M | Sell |
125,640
-15,870
| -11% | -$838K | 0.03% | 390 |
|
|
2024
Q2 | $6.99M | Sell |
141,510
-18,856
| -12% | -$932K | 0.03% | 354 |
|
|
2024
Q1 | $8.05M | Buy |
160,366
+8,145
| +5% | +$409K | 0.04% | 326 |
|
|
2023
Q4 | $7.29M | Buy |
152,221
+56,497
| +59% | +$2.71M | 0.04% | 330 |
|
|
2023
Q3 | $4.19M | Sell |
95,724
-19,399
| -17% | -$848K | 0.03% | 394 |
|
|
2023
Q2 | $5.32M | Buy |
115,123
+74,155
| +181% | +$3.42M | 0.03% | 329 |
|
|
2023
Q1 | $1.85M | Sell |
40,968
-10,739
| -21% | -$485K | 0.01% | 491 |
|
|
2022
Q4 | $2.17M | Sell |
51,707
-9,423
| -15% | -$395K | 0.02% | 434 |
|
|
2022
Q3 | $2.22M | Sell |
61,130
-9,364
| -13% | -$341K | 0.02% | 404 |
|
|
2022
Q2 | $2.88M | Buy |
70,494
+23,071
| +49% | +$941K | 0.02% | 365 |
|
|
2022
Q1 | $2.28M | Buy |
47,423
+20,256
| +75% | +$973K | 0.02% | 389 |
|
|
2021
Q4 | $1.39M | Buy |
+27,167
| New | +$1.39M | 0.01% | 515 |
|
|
2021
Q2 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2021
Q1 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2020
Q4 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2020
Q3 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2020
Q2 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2020
Q1 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2019
Q4 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2019
Q3 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2019
Q2 | $1.2M | Hold |
23,321
| – | – | 0.01% | 536 |
|
|
2019
Q1 | $1.2M | Sell |
23,321
-8,266
| -26% | -$426K | 0.01% | 536 |
|
|
2018
Q4 | $1.17M | Sell |
31,587
-6,049
| -16% | -$224K | 0.03% | 356 |
|
|
2018
Q3 | $1.63M | Buy |
37,636
+20,039
| +114% | +$867K | 0.04% | 273 |
|
|
2018
Q2 | $755K | Buy |
17,597
+6,090
| +53% | +$261K | 0.02% | 293 |
|
|
2018
Q1 | $509K | Buy |
11,507
+4,474
| +64% | +$198K | 0.02% | 277 |
|
|
2017
Q4 | $316K | Buy |
7,033
+1,911
| +37% | +$85.9K | 0.01% | 305 |
|
|
2017
Q3 | $222K | Buy |
5,122
+828
| +19% | +$35.9K | 0.01% | 313 |
|
|
2017
Q2 | $177K | Sell |
4,294
-10,824
| -72% | -$446K | 0.01% | 318 |
|
|
2017
Q1 | $594K | Buy |
15,118
+10,761
| +247% | +$423K | 0.03% | 221 |
|
|
2016
Q4 | $159K | Sell |
4,357
-384
| -8% | -$14K | 0.01% | 295 |
|
|
2016
Q3 | $177K | Sell |
4,741
-9,639
| -67% | -$360K | 0.01% | 272 |
|
|
2016
Q2 | $508K | Buy |
14,380
+13,135
| +1,055% | +$464K | 0.04% | 198 |
|
|
2016
Q1 | $45K | Sell |
1,245
-13,792
| -92% | -$499K | ﹤0.01% | 353 |
|
|
2015
Q4 | $552K | Buy |
15,037
+13,851
| +1,168% | +$508K | 0.05% | 172 |
|
|
2015
Q3 | $42K | Buy |
+1,186
| New | +$42K | ﹤0.01% | 299 |
|