Carson Wealth (CWM LLC)’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $287K | Buy |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | $160K | Buy |
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|
2023
Q2 | $6K | Sell |
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|
2023
Q1 | $52K | Sell |
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|
2022
Q4 | $50K | Sell |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $58K | Buy |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $14K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $191K | Sell |
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|
2017
Q4 | $301K | Sell |
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|
2017
Q3 | $299K | Buy |
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|
2017
Q2 | $266K | Hold |
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|
2017
Q1 | $257K | Buy |
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