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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $305K | Buy |
977
+10
| +1% | +$3.25K | ﹤0.01% | 2367 |
|
|
2025
Q4 | $289K | Hold |
967
| – | – | ﹤0.01% | 2287 |
|
|
2025
Q3 | $287K | Buy |
967
+1
| +0.1% | +$290 | ﹤0.01% | 2168 |
|
|
2025
Q2 | $270K | Sell |
966
-13
| -1% | -$3.36K | ﹤0.01% | 1942 |
|
|
2025
Q1 | $242K | Sell |
979
-16
| -2% | -$4.14K | ﹤0.01% | 1804 |
|
|
2024
Q4 | $253K | Sell |
995
-24
| -2% | -$6.39K | ﹤0.01% | 1690 |
|
|
2024
Q3 | $265K | Sell |
1,019
-419
| -29% | -$103K | ﹤0.01% | 1614 |
|
|
2024
Q2 | $338K | Buy |
1,438
+473
| +49% | +$113K | ﹤0.01% | 1342 |
|
|
2024
Q1 | $236K | Sell |
965
-4
| -0.4% | -$909 | ﹤0.01% | 1439 |
|
|
2023
Q4 | $214K | Buy |
969
+150
| +18% | +$30.2K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $160K | Buy |
819
+791
| +2,825% | +$162K | ﹤0.01% | 1400 |
|
|
2023
Q2 | $6K | Sell |
28
-244
| -90% | -$46.6K | ﹤0.01% | 3392 |
|
|
2023
Q1 | $52K | Sell |
272
-3
| -1% | -$570 | ﹤0.01% | 1854 |
|
|
2022
Q4 | $50K | Sell |
275
-33
| -11% | -$5.9K | ﹤0.01% | 1738 |
|
|
2022
Q3 | $49K | Sell |
308
-48
| -13% | -$8.36K | ﹤0.01% | 1668 |
|
|
2022
Q2 | $58K | Buy |
356
+86
| +32% | +$15.2K | ﹤0.01% | 1564 |
|
|
2022
Q1 | $53K | Buy |
270
+23
| +9% | +$4.42K | ﹤0.01% | 1592 |
|
|
2021
Q4 | $50K | Buy |
+247
| New | +$49.4K | ﹤0.01% | 1569 |
|
|
2021
Q2 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2021
Q1 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2020
Q4 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2020
Q3 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2020
Q2 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2020
Q1 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2019
Q4 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2019
Q3 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2019
Q2 | $49K | Hold |
247
| – | – | ﹤0.01% | 1416 |
|
|
2019
Q1 | $49K | Buy |
247
+132
| +115% | +$17.9K | ﹤0.01% | 1416 |
|
|
2018
Q4 | $14K | Buy |
+115
| New | +$15.2K | ﹤0.01% | 1237 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$3K | – | 2003 |
|
|
2018
Q2 | $3K | Sell |
19
-1,356
| -99% | -$189K | ﹤0.01% | 1318 |
|
|
2018
Q1 | $191K | Sell |
1,375
-737
| -35% | -$106K | 0.01% | 368 |
|
|
2017
Q4 | $301K | Sell |
2,112
-118
| -5% | -$16.2K | 0.01% | 312 |
|
|
2017
Q3 | $299K | Buy |
2,230
+155
| +7% | +$20.1K | 0.01% | 294 |
|
|
2017
Q2 | $266K | Hold |
2,075
| – | – | 0.01% | 291 |
|
|
2017
Q1 | $257K | Buy |
+2,075
| New | +$255K | 0.01% | 275 |
|
Other funds holding VIS
PCH
BCMIO
MM
Carson Wealth (CWM LLC)'s VIS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Vanguard Industrials ETF (VIS) stake by 1% in Q1 2026, buying an estimated $3.25K and bringing the position to 977 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.
Carson Wealth (CWM LLC) first reported a position in VIS in Q1 2017 and has held it in 35 quarters since. The position peaked at $338K in Q2 2024. 599 funds tracked by Wall St. Rank hold VIS as of Q1 2026.
- Carson Wealth (CWM LLC) held 977 shares of Vanguard Industrials ETF worth $305K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 10 Vanguard Industrials ETF shares in Q1 2026, an estimated $3.25K.
- Vanguard Industrials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2367 holding.
- Carson Wealth (CWM LLC) first reported a position in Vanguard Industrials ETF in Q1 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Vanguard Industrials ETF position peaked at $338K in Q2 2024.
- 599 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.