Carson Wealth (CWM LLC)’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 4314 |
|
|
2025
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 4179 |
|
|
2024
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 3955 |
|
|
2024
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 3804 |
|
|
2024
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 3634 |
|
|
2024
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 3364 |
|
|
2023
Q4 | $10K | Sell |
250
-85
| -25% | -$3.4K | ﹤0.01% | 3204 |
|
|
2023
Q3 | $13K | Hold |
335
| – | – | ﹤0.01% | 3008 |
|
|
2023
Q2 | $13K | Hold |
335
| – | – | ﹤0.01% | 2943 |
|
|
2023
Q1 | $14K | Hold |
335
| – | – | ﹤0.01% | 2764 |
|
|
2022
Q4 | $14K | Hold |
335
| – | – | ﹤0.01% | 2625 |
|
|
2022
Q3 | $13K | Buy |
335
+250
| +294% | +$9.7K | ﹤0.01% | 2530 |
|
|
2022
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 3244 |
|
|
2022
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 2962 |
|
|
2021
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 3035 |
|
|
2021
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2021
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2020
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2020
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2020
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2020
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2019
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2019
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2019
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 2548 |
|
|
2019
Q1 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 2548 |
|