Carson Wealth (CWM LLC)’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.89M | Sell |
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|
2025
Q2 | $7.75M | Sell |
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|
2025
Q1 | $7.96M | Sell |
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|
2024
Q4 | $9.3M | Buy |
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|
2024
Q3 | $9.06M | Buy |
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|
2024
Q2 | $7.82M | Sell |
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|
2024
Q1 | $8.31M | Buy |
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|
2023
Q4 | $8.3M | Sell |
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|
2023
Q3 | $8.29M | Sell |
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|
2023
Q2 | $13.8M | Sell |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $7.96M | Buy |
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|
2022
Q2 | $8.21M | Buy |
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|
2022
Q1 | $8.66M | Buy |
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|
2021
Q4 | $2.34M | Buy |
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|
2021
Q2 | $753K | Hold |
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|
2021
Q1 | $753K | Hold |
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|
2020
Q4 | $753K | Hold |
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|
2020
Q3 | $753K | Hold |
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|
2020
Q2 | $753K | Hold |
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|
2020
Q1 | $753K | Hold |
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|
2019
Q4 | $753K | Hold |
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|
2019
Q3 | $753K | Hold |
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|
2019
Q2 | $753K | Hold |
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|
2019
Q1 | $753K | Buy |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $12K | Buy |
|