Carson Wealth (CWM LLC)’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Sell |
3,117
-672
| -18% | -$167K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $1M | Buy |
3,789
+343
| +10% | +$90.8K | ﹤0.01% | 1123 |
|
|
2024
Q4 | $874K | Buy |
3,446
+304
| +10% | +$77.1K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $887K | Buy |
3,142
+383
| +14% | +$108K | ﹤0.01% | 1108 |
|
|
2024
Q2 | $734K | Sell |
2,759
-204
| -7% | -$54.3K | ﹤0.01% | 1045 |
|
|
2024
Q1 | $802K | Sell |
2,963
-1,420
| -32% | -$384K | ﹤0.01% | 947 |
|
|
2023
Q4 | $1.1M | Buy |
4,383
+1,040
| +31% | +$261K | 0.01% | 767 |
|
|
2023
Q3 | $786K | Buy |
3,343
+67
| +2% | +$15.8K | ﹤0.01% | 833 |
|
|
2023
Q2 | $802K | Sell |
3,276
-1,413
| -30% | -$346K | 0.01% | 787 |
|
|
2023
Q1 | $1.12M | Sell |
4,689
-1,697
| -27% | -$405K | 0.01% | 638 |
|
|
2022
Q4 | $1.58M | Sell |
6,386
-2,267
| -26% | -$562K | 0.01% | 485 |
|
|
2022
Q3 | $1.94M | Sell |
8,653
-1,176
| -12% | -$263K | 0.02% | 423 |
|
|
2022
Q2 | $2.32M | Buy |
9,829
+66
| +0.7% | +$15.5K | 0.02% | 394 |
|
|
2022
Q1 | $2.48M | Sell |
9,763
-3,964
| -29% | -$1.01M | 0.02% | 375 |
|
|
2021
Q4 | $3.66M | Buy |
+13,727
| New | +$3.66M | 0.03% | 335 |
|
|
2021
Q2 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2021
Q1 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2020
Q4 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2020
Q3 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2020
Q2 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2020
Q1 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2019
Q4 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2019
Q3 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2019
Q2 | $258K | Hold |
1,042
| – | – | ﹤0.01% | 822 |
|
|
2019
Q1 | $258K | Sell |
1,042
-483
| -32% | -$120K | ﹤0.01% | 822 |
|
|
2018
Q4 | $245K | Buy |
1,525
+79
| +5% | +$12.7K | 0.01% | 558 |
|
|
2018
Q3 | $261K | Buy |
1,446
+187
| +15% | +$33.8K | 0.01% | 470 |
|
|
2018
Q2 | $200K | Hold |
1,259
| – | – | 0.01% | 423 |
|
|
2018
Q1 | $193K | Sell |
1,259
-145
| -10% | -$22.2K | 0.01% | 364 |
|
|
2017
Q4 | $216K | Hold |
1,404
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $214K | Hold |
1,404
| – | – | 0.01% | 320 |
|
|
2017
Q2 | $207K | Sell |
1,404
-90
| -6% | -$13.3K | 0.01% | 302 |
|
|
2017
Q1 | $206K | Hold |
1,494
| – | – | 0.01% | 289 |
|
|
2016
Q4 | $189K | Buy |
1,494
+48
| +3% | +$6.07K | 0.01% | 275 |
|
|
2016
Q3 | $192K | Hold |
1,446
| – | – | 0.01% | 267 |
|
|
2016
Q2 | $189K | Sell |
1,446
-643
| -31% | -$84K | 0.01% | 245 |
|
|
2016
Q1 | $258K | Buy |
+2,089
| New | +$258K | 0.02% | 215 |
|