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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$526K	Buy	4,226 +130	+3%	+$16.6K	﹤0.01%	1977
2025 Q4	$497K	Buy	4,096 +24	+0.6%	+$2.92K	﹤0.01%	1922
2025 Q3	$496K	Sell	4,072 -198	-5%	-$23.5K	﹤0.01%	1805
2025 Q2	$489K	Buy	4,270 +3,520	+469%	+$379K	﹤0.01%	1602
2025 Q1	$80K	Buy	750 +620	+477%	+$71.3K	﹤0.01%	2609
2024 Q4	$15K	Buy	+130	New	+$15.8K	﹤0.01%	3645
2022 Q3	–	Sell	-176	Closed	-$16K	–	4205
2022 Q2	$16K	Hold	176	–	–	﹤0.01%	2282
2022 Q1	$19K	Hold	176	–	–	﹤0.01%	2117
2021 Q4	$21K	Buy	+176	New	+$20.7K	﹤0.01%	1974
2021 Q2	$20K	Hold	176	–	–	﹤0.01%	1805
2021 Q1	$20K	Hold	176	–	–	﹤0.01%	1805
2020 Q4	$20K	Hold	176	–	–	﹤0.01%	1805
2020 Q3	$20K	Hold	176	–	–	﹤0.01%	1805
2020 Q2	$20K	Hold	176	–	–	﹤0.01%	1804
2020 Q1	$20K	Hold	176	–	–	﹤0.01%	1804
2019 Q4	$20K	Hold	176	–	–	﹤0.01%	1804
2019 Q3	$20K	Hold	176	–	–	﹤0.01%	1804
2019 Q2	$20K	Hold	176	–	–	﹤0.01%	1804
2019 Q1	$20K	Buy	+176	New	+$13.4K	﹤0.01%	1803