Carson Wealth (CWM LLC)’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
966
-13
| -1% | -$3.63K | ﹤0.01% | 1940 |
|
|
2025
Q1 | $242K | Sell |
979
-16
| -2% | -$3.96K | ﹤0.01% | 1802 |
|
|
2024
Q4 | $253K | Sell |
995
-24
| -2% | -$6.1K | ﹤0.01% | 1688 |
|
|
2024
Q3 | $265K | Sell |
1,019
-419
| -29% | -$109K | ﹤0.01% | 1613 |
|
|
2024
Q2 | $338K | Buy |
1,438
+473
| +49% | +$111K | ﹤0.01% | 1341 |
|
|
2024
Q1 | $236K | Sell |
965
-4
| -0.4% | -$978 | ﹤0.01% | 1438 |
|
|
2023
Q4 | $214K | Buy |
969
+150
| +18% | +$33.1K | ﹤0.01% | 1399 |
|
|
2023
Q3 | $160K | Buy |
819
+791
| +2,825% | +$155K | ﹤0.01% | 1399 |
|
|
2023
Q2 | $6K | Sell |
28
-244
| -90% | -$52.3K | ﹤0.01% | 3388 |
|
|
2023
Q1 | $52K | Sell |
272
-3
| -1% | -$574 | ﹤0.01% | 1852 |
|
|
2022
Q4 | $50K | Sell |
275
-33
| -11% | -$6K | ﹤0.01% | 1736 |
|
|
2022
Q3 | $49K | Sell |
308
-48
| -13% | -$7.64K | ﹤0.01% | 1666 |
|
|
2022
Q2 | $58K | Buy |
356
+86
| +32% | +$14K | ﹤0.01% | 1562 |
|
|
2022
Q1 | $53K | Buy |
270
+23
| +9% | +$4.52K | ﹤0.01% | 1590 |
|
|
2021
Q4 | $50K | Buy |
+247
| New | +$50K | ﹤0.01% | 1567 |
|
|
2021
Q2 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2021
Q1 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q4 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q3 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q2 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q1 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q4 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q3 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q2 | $49K | Hold |
247
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q1 | $49K | Buy |
247
+132
| +115% | +$26.2K | ﹤0.01% | 1413 |
|
|
2018
Q4 | $14K | Buy |
+115
| New | +$14K | ﹤0.01% | 1232 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$3K | – | 1998 |
|
|
2018
Q2 | $3K | Sell |
19
-1,356
| -99% | -$214K | ﹤0.01% | 1314 |
|
|
2018
Q1 | $191K | Sell |
1,375
-737
| -35% | -$102K | 0.01% | 367 |
|
|
2017
Q4 | $301K | Sell |
2,112
-118
| -5% | -$16.8K | 0.01% | 311 |
|
|
2017
Q3 | $299K | Buy |
2,230
+155
| +7% | +$20.8K | 0.01% | 293 |
|
|
2017
Q2 | $266K | Hold |
2,075
| – | – | 0.01% | 290 |
|
|
2017
Q1 | $257K | Buy |
+2,075
| New | +$257K | 0.01% | 274 |
|