Carson Wealth (CWM LLC)’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
4,270
+3,520
| +469% | +$403K | ﹤0.01% | 1601 |
|
|
2025
Q1 | $80K | Buy |
750
+620
| +477% | +$66.1K | ﹤0.01% | 2607 |
|
|
2024
Q4 | $15K | Buy |
+130
| New | +$15K | ﹤0.01% | 3643 |
|
|
2022
Q3 | – | Sell |
-176
| Closed | -$16K | – | 4183 |
|
|
2022
Q2 | $16K | Hold |
176
| – | – | ﹤0.01% | 2279 |
|
|
2022
Q1 | $19K | Hold |
176
| – | – | ﹤0.01% | 2114 |
|
|
2021
Q4 | $21K | Buy |
+176
| New | +$21K | ﹤0.01% | 1972 |
|
|
2021
Q2 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2021
Q1 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2020
Q4 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2020
Q3 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2020
Q2 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2020
Q1 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2019
Q4 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2019
Q3 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2019
Q2 | $20K | Hold |
176
| – | – | ﹤0.01% | 1801 |
|
|
2019
Q1 | $20K | Buy |
+176
| New | +$20K | ﹤0.01% | 1801 |
|