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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.77M | Buy |
100,520
+376
| +0.4% | +$34.6K | 0.02% | 598 |
|
|
2025
Q4 | $9.44M | Buy |
100,144
+3,296
| +3% | +$313K | 0.03% | 544 |
|
|
2025
Q3 | $9.04M | Sell |
96,848
-1,344
| -1% | -$117K | 0.03% | 505 |
|
|
2025
Q2 | $8.14M | Buy |
98,192
+8,024
| +9% | +$583K | 0.03% | 444 |
|
|
2025
Q1 | $6.11M | Buy |
90,168
+10,040
| +13% | +$756K | 0.02% | 464 |
|
|
2024
Q4 | $6.23M | Buy |
80,128
+25,048
| +45% | +$1.92M | 0.03% | 427 |
|
|
2024
Q3 | $4.04M | Buy |
55,080
+920
| +2% | +$65.4K | 0.02% | 492 |
|
|
2024
Q2 | $3.9M | Buy |
54,160
+1,880
| +4% | +$125K | 0.02% | 474 |
|
|
2024
Q1 | $3.43M | Buy |
52,280
+7,272
| +16% | +$461K | 0.02% | 495 |
|
|
2023
Q4 | $2.72M | Buy |
45,008
+1,304
| +3% | +$72.7K | 0.01% | 523 |
|
|
2023
Q3 | $2.27M | Buy |
43,704
+10,296
| +31% | +$560K | 0.01% | 516 |
|
|
2023
Q2 | $1.85M | Buy |
33,408
+2,864
| +9% | +$144K | 0.01% | 534 |
|
|
2023
Q1 | $1.47M | Buy |
30,544
+5,112
| +20% | +$226K | 0.01% | 546 |
|
|
2022
Q4 | $1.01M | Sell |
25,432
-14,264
| -36% | -$582K | 0.01% | 611 |
|
|
2022
Q3 | $1.52M | Buy |
39,696
+14,160
| +55% | +$623K | 0.01% | 454 |
|
|
2022
Q2 | $1.04M | Buy |
25,536
+2,144
| +9% | +$96.6K | 0.01% | 554 |
|
|
2022
Q1 | $1.22M | Sell |
23,392
-536
| -2% | -$27.5K | 0.01% | 514 |
|
|
2021
Q4 | $1.37M | Buy |
+23,928
| New | +$1.31M | 0.01% | 519 |
|
|
2021
Q2 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2021
Q1 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2020
Q4 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2020
Q3 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2020
Q2 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2020
Q1 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2019
Q4 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2019
Q3 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2019
Q2 | $630K | Hold |
12,632
| – | – | 0.01% | 637 |
|
|
2019
Q1 | $630K | Sell |
12,632
-1,832
| -13% | -$42.6K | 0.01% | 637 |
|
|
2018
Q4 | $302K | Buy |
14,464
+5,584
| +63% | +$127K | 0.01% | 524 |
|
|
2018
Q3 | $225K | Buy |
8,880
+5,464
| +160% | +$133K | 0.01% | 499 |
|
|
2018
Q2 | $77K | Sell |
3,416
-936
| -22% | -$21K | ﹤0.01% | 564 |
|
|
2018
Q1 | $93K | Buy |
4,352
+608
| +16% | +$13.3K | ﹤0.01% | 456 |
|
|
2017
Q4 | $77K | Sell |
3,744
-640
| -15% | -$13K | ﹤0.01% | 456 |
|
|
2017
Q3 | $83K | Buy |
4,384
+3,520
| +407% | +$65.2K | ﹤0.01% | 438 |
|
|
2017
Q2 | $15K | Hold |
864
| – | – | ﹤0.01% | 700 |
|
|
2017
Q1 | $15K | Hold |
864
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $13K | Sell |
864
-9,200
| -91% | -$139K | ﹤0.01% | 687 |
|
|
2016
Q3 | $151K | Buy |
10,064
+2,776
| +38% | +$40.2K | 0.01% | 287 |
|
|
2016
Q2 | $98K | Sell |
7,288
-10,392
| -59% | -$140K | 0.01% | 305 |
|
|
2016
Q1 | $242K | Buy |
+17,680
| New | +$225K | 0.02% | 221 |
|
|
2013
Q4 | – | Sell |
-1,768
| Closed | -$18K | – | 652 |
|
|
2013
Q3 | $18K | Buy |
+1,768
| New | +$17.4K | ﹤0.01% | 278 |
|
Other funds holding VGT
PCH
