Carson Wealth (CWM LLC)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.2M | Buy |
|
|||||
|
2025
Q2 | $20.7M | Sell |
|
|||||
|
2025
Q1 | $20.8M | Buy |
|
|||||
|
2024
Q4 | $20.5M | Buy |
|
|||||
|
2024
Q3 | $20M | Buy |
|
|||||
|
2024
Q2 | $18.2M | Buy |
|
|||||
|
2024
Q1 | $17.4M | Sell |
|
|||||
|
2023
Q4 | $16.3M | Buy |
|
|||||
|
2023
Q3 | $12.3M | Buy |
|
|||||
|
2023
Q2 | $12.6M | Buy |
|
|||||
|
2023
Q1 | $11.9M | Buy |
|
|||||
|
2022
Q4 | $11.8M | Buy |
|
|||||
|
2022
Q3 | $9.82M | Buy |
|
|||||
|
2022
Q2 | $7.77M | Buy |
|
|||||
|
2022
Q1 | $3.27M | Buy |
|
|||||
|
2021
Q4 | $3.2M | Buy |
|
|||||
|
2021
Q2 | $2.21M | Hold |
|
|||||
|
2021
Q1 | $2.21M | Hold |
|
|||||
|
2020
Q4 | $2.21M | Hold |
|
|||||
|
2020
Q3 | $2.21M | Hold |
|
|||||
|
2020
Q2 | $2.21M | Hold |
|
|||||
|
2020
Q1 | $2.21M | Hold |
|
|||||
|
2019
Q4 | $2.21M | Hold |
|
|||||
|
2019
Q3 | $2.21M | Hold |
|
|||||
|
2019
Q2 | $2.21M | Hold |
|
|||||
|
2019
Q1 | $2.21M | Sell |
|
|||||
|
2018
Q4 | $4.58M | Buy |
|
|||||
|
2018
Q3 | $3.59M | Buy |
|
|||||
|
2018
Q2 | $973K | Buy |
|
|||||
|
2018
Q1 | $847K | Buy |
|
|||||
|
2017
Q4 | $724K | Buy |
|
|||||
|
2017
Q3 | $636K | Sell |
|
|||||
|
2017
Q2 | $625K | Buy |
|
|||||
|
2017
Q1 | $573K | Buy |
|
|||||
|
2016
Q4 | $541K | Buy |
|
|||||
|
2016
Q3 | $448K | Buy |
|
|||||
|
2016
Q2 | $380K | Sell |
|
|||||
|
2016
Q1 | $375K | Buy |
|
|||||
|
2015
Q4 | $129K | Sell |
|
|||||
|
2015
Q3 | $373K | Buy |
|