Carson Wealth (CWM LLC)’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.04M | Sell |
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|
2025
Q2 | $8.14M | Buy |
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|
2025
Q1 | $6.11M | Buy |
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|
2024
Q4 | $6.23M | Buy |
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|
2024
Q3 | $4.04M | Buy |
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $3.43M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.27M | Buy |
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|
2023
Q2 | $1.85M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $630K | Hold |
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|
2020
Q4 | $630K | Hold |
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|
2020
Q3 | $630K | Hold |
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|
2020
Q2 | $630K | Hold |
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|
2020
Q1 | $630K | Hold |
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|
2019
Q4 | $630K | Hold |
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|
2019
Q3 | $630K | Hold |
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|
2019
Q2 | $630K | Hold |
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|
2019
Q1 | $630K | Sell |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $225K | Buy |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $93K | Buy |
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|
2017
Q4 | $77K | Sell |
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|
2017
Q3 | $83K | Buy |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $13K | Sell |
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|
2016
Q3 | $151K | Buy |
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|
2016
Q2 | $98K | Sell |
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|
2016
Q1 | $242K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $18K | Buy |
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