Carson Wealth (CWM LLC)’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
2,832
-741
| -21% | -$94.5K | ﹤0.01% | 1752 |
|
|
2025
Q1 | $427K | Buy |
3,573
+550
| +18% | +$65.7K | ﹤0.01% | 1520 |
|
|
2024
Q4 | $357K | Buy |
3,023
+1,671
| +124% | +$197K | ﹤0.01% | 1509 |
|
|
2024
Q3 | $149K | Sell |
1,352
-1,235
| -48% | -$136K | ﹤0.01% | 1937 |
|
|
2024
Q2 | $258K | Buy |
2,587
+683
| +36% | +$68.1K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $195K | Buy |
1,904
+72
| +4% | +$7.37K | ﹤0.01% | 1526 |
|
|
2023
Q4 | $169K | Buy |
1,832
+184
| +11% | +$17K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $132K | Buy |
1,648
+1,346
| +446% | +$108K | ﹤0.01% | 1485 |
|
|
2023
Q2 | $25K | Sell |
302
-8
| -3% | -$662 | ﹤0.01% | 2493 |
|
|
2023
Q1 | $24K | Sell |
310
-582
| -65% | -$45.1K | ﹤0.01% | 2380 |
|
|
2022
Q4 | $74K | Sell |
892
-848
| -49% | -$70.4K | ﹤0.01% | 1515 |
|
|
2022
Q3 | $130K | Sell |
1,740
-134
| -7% | -$10K | ﹤0.01% | 1225 |
|
|
2022
Q2 | $145K | Buy |
1,874
+478
| +34% | +$37K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $130K | Buy |
1,396
+802
| +135% | +$74.7K | ﹤0.01% | 1229 |
|
|
2021
Q4 | $57K | Buy |
+594
| New | +$57K | ﹤0.01% | 1522 |
|
|
2021
Q2 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2021
Q1 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2020
Q4 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2020
Q3 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2020
Q2 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2020
Q1 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q4 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q3 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q2 | $57K | Hold |
625
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q1 | $57K | Sell |
625
-567
| -48% | -$51.7K | ﹤0.01% | 1343 |
|
|
2018
Q4 | $71K | Sell |
1,192
-1,842
| -61% | -$110K | ﹤0.01% | 794 |
|
|
2018
Q3 | $210K | Buy |
3,034
+416
| +16% | +$28.8K | 0.01% | 507 |
|
|
2018
Q2 | $177K | Hold |
2,618
| – | – | 0.01% | 438 |
|
|
2018
Q1 | $182K | Buy |
2,618
+3
| +0.1% | +$209 | 0.01% | 375 |
|
|
2017
Q4 | $183K | Sell |
2,615
-14
| -0.5% | -$980 | 0.01% | 356 |
|
|
2017
Q3 | $172K | Buy |
2,629
+28
| +1% | +$1.83K | 0.01% | 344 |
|
|
2017
Q2 | $163K | Hold |
2,601
| – | – | 0.01% | 327 |
|
|
2017
Q1 | $157K | Buy |
2,601
+3
| +0.1% | +$181 | 0.01% | 315 |
|
|
2016
Q4 | $154K | Buy |
2,598
+31
| +1% | +$1.84K | 0.01% | 299 |
|
|
2016
Q3 | $127K | Hold |
2,567
| – | – | 0.01% | 308 |
|
|
2016
Q2 | $122K | Sell |
2,567
-3,246
| -56% | -$154K | 0.01% | 287 |
|
|
2016
Q1 | $269K | Buy |
+5,813
| New | +$269K | 0.02% | 213 |
|