Carson Wealth (CWM LLC)’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $322K | Sell |
|
|||||
|
2025
Q2 | $361K | Sell |
|
|||||
|
2025
Q1 | $427K | Buy |
|
|||||
|
2024
Q4 | $357K | Buy |
|
|||||
|
2024
Q3 | $149K | Sell |
|
|||||
|
2024
Q2 | $258K | Buy |
|
|||||
|
2024
Q1 | $195K | Buy |
|
|||||
|
2023
Q4 | $169K | Buy |
|
|||||
|
2023
Q3 | $132K | Buy |
|
|||||
|
2023
Q2 | $25K | Sell |
|
|||||
|
2023
Q1 | $24K | Sell |
|
|||||
|
2022
Q4 | $74K | Sell |
|
|||||
|
2022
Q3 | $130K | Sell |
|
|||||
|
2022
Q2 | $145K | Buy |
|
|||||
|
2022
Q1 | $130K | Buy |
|
|||||
|
2021
Q4 | $57K | Buy |
|
|||||
|
2021
Q2 | $57K | Hold |
|
|||||
|
2021
Q1 | $57K | Hold |
|
|||||
|
2020
Q4 | $57K | Hold |
|
|||||
|
2020
Q3 | $57K | Hold |
|
|||||
|
2020
Q2 | $57K | Hold |
|
|||||
|
2020
Q1 | $57K | Hold |
|
|||||
|
2019
Q4 | $57K | Hold |
|
|||||
|
2019
Q3 | $57K | Hold |
|
|||||
|
2019
Q2 | $57K | Hold |
|
|||||
|
2019
Q1 | $57K | Sell |
|
|||||
|
2018
Q4 | $71K | Sell |
|
|||||
|
2018
Q3 | $210K | Buy |
|
|||||
|
2018
Q2 | $177K | Hold |
|
|||||
|
2018
Q1 | $182K | Buy |
|
|||||
|
2017
Q4 | $183K | Sell |
|
|||||
|
2017
Q3 | $172K | Buy |
|
|||||
|
2017
Q2 | $163K | Hold |
|
|||||
|
2017
Q1 | $157K | Buy |
|
|||||
|
2016
Q4 | $154K | Buy |
|
|||||
|
2016
Q3 | $127K | Hold |
|
|||||
|
2016
Q2 | $122K | Sell |
|
|||||
|
2016
Q1 | $269K | Buy |
|