Carson Wealth (CWM LLC)
VLU icon

Carson Wealth (CWM LLC)’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-509
Closed -$88K – 5183
2024
Q2 		$88K Buy
+509
New +$88K ﹤0.01% 2049