Carson Wealth (CWM LLC)’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.66M | Buy |
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|
2025
Q2 | $6.65M | Buy |
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|
2025
Q1 | $6.08M | Buy |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $2.12M | Sell |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.34M | Sell |
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|
2023
Q4 | $2.66M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.94M | Sell |
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|
2022
Q4 | $4.91M | Sell |
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|
2022
Q3 | $5.25M | Sell |
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|
2022
Q2 | $7.92M | Buy |
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|
2022
Q1 | $8.81M | Buy |
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|
2021
Q4 | $5.71M | Buy |
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|
2021
Q2 | $2.68M | Hold |
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|
2021
Q1 | $2.68M | Hold |
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|
2020
Q4 | $2.68M | Hold |
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|
2020
Q3 | $2.68M | Hold |
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|
2020
Q2 | $2.68M | Hold |
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|
2020
Q1 | $2.68M | Hold |
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|
2019
Q4 | $2.68M | Hold |
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|
2019
Q3 | $2.68M | Hold |
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|
2019
Q2 | $2.68M | Hold |
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|
2019
Q1 | $2.68M | Buy |
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|
2018
Q4 | $1.43M | Buy |
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|
2018
Q3 | $1.33M | Sell |
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|
2018
Q2 | $1.88M | Buy |
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|
2018
Q1 | $576K | Buy |
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|
2017
Q4 | $551K | Sell |
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|
2017
Q3 | $558K | Sell |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $802K | Buy |
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|
2016
Q4 | $617K | Sell |
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|
2016
Q3 | $707K | Buy |
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|
2016
Q2 | $650K | Hold |
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|
2016
Q1 | $615K | Buy |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $2K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $17K | Buy |
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