Carson Wealth (CWM LLC)
VFMV icon

Carson Wealth (CWM LLC)’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-752
Closed -$56K – 3292
2018
Q4 		$56K Buy
+752
New +$60.3K ﹤0.01% 859

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Cambridge Investment Research Advisors
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DADC
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Royal Bank of Canada
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VFMV Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2019, closing a stake of 752 shares — an estimated $56K sold.

Carson Wealth (CWM LLC) first reported a position in VFMV in Q4 2018 and held it in 1 quarter. The position peaked at $56K in Q4 2018. 12 funds tracked by Wall St. Rank hold VFMV as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 752 Vanguard US Minimum Volatility ETF shares in Q1 2019, an estimated $56K.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard US Minimum Volatility ETF in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Vanguard US Minimum Volatility ETF position peaked at $56K in Q4 2018.
  • 12 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.