Carson Wealth (CWM LLC)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.5M | Buy |
341,564
+2,296
| +0.7% | +$171K | 0.06% | 281 |
|
|
2025
Q4 | $24.6M | Buy |
339,268
+15,124
| +5% | +$1.1M | 0.07% | 261 |
|
|
2025
Q3 | $23.8M | Sell |
324,144
-31,716
| -9% | -$2.28M | 0.07% | 233 |
|
|
2025
Q2 | $24.9M | Buy |
355,860
+7,344
| +2% | +$482K | 0.09% | 203 |
|
|
2025
Q1 | $22.5M | Buy |
348,516
+241,000
| +224% | +$16.2M | 0.09% | 207 |
|
|
2024
Q4 | $7.1M | Buy |
107,516
+51,004
| +90% | +$3.46M | 0.03% | 398 |
|
|
2024
Q3 | $3.73M | Sell |
56,512
-5,424
| -9% | -$341K | 0.02% | 516 |
|
|
2024
Q2 | $3.75M | Buy |
61,936
+5,196
| +9% | +$316K | 0.02% | 481 |
|
|
2024
Q1 | $3.54M | Buy |
56,740
+1,016
| +2% | +$60K | 0.02% | 483 |
|
|
2023
Q4 | $3.24M | Buy |
55,724
+4,572
| +9% | +$244K | 0.02% | 481 |
|
|
2023
Q3 | $2.66M | Buy |
51,152
+17,280
| +51% | +$948K | 0.02% | 484 |
|
|
2023
Q2 | $1.86M | Buy |
33,872
+124
| +0.4% | +$6.5K | 0.01% | 532 |
|
|
2023
Q1 | $1.78M | Sell |
33,748
-22,964
| -40% | -$1.22M | 0.01% | 501 |
|
|
2022
Q4 | $2.89M | Sell |
56,712
-3,020
| -5% | -$154K | 0.02% | 391 |
|
|
2022
Q3 | $2.81M | Sell |
59,732
-38,484
| -39% | -$2.01M | 0.02% | 368 |
|
|
2022
Q2 | $4.84M | Sell |
98,216
-2,432
| -2% | -$131K | 0.04% | 296 |
|
|
2022
Q1 | $5.98M | Sell |
100,648
-38,044
| -27% | -$2.23M | 0.04% | 278 |
|
|
2021
Q4 | $8.83M | Buy |
+138,692
| New | +$8.69M | 0.06% | 227 |
|
|
2021
Q2 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2021
Q1 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2020
Q4 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2020
Q3 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2020
Q2 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2020
Q1 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2019
Q4 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2019
Q3 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2019
Q2 | $7.9M | Hold |
133,100
| – | – | 0.06% | 233 |
|
|
2019
Q1 | $7.9M | Buy |
133,100
+46,932
| +54% | +$1.81M | 0.06% | 233 |
|
|
2018
Q4 | $2.98M | Buy |
86,168
+17,464
| +25% | +$656K | 0.07% | 224 |
|
|
2018
Q3 | $2.82M | Buy |
68,704
+52,764
| +331% | +$2.15M | 0.07% | 230 |
|
|
2018
Q2 | $628K | Buy |
15,940
+668
| +4% | +$26.2K | 0.02% | 318 |
|
|
2018
Q1 | $589K | Sell |
15,272
-9,924
| -39% | -$391K | 0.02% | 269 |
|
|
2017
Q4 | $975K | Sell |
25,196
-14,396
| -36% | -$543K | 0.04% | 232 |
|
|
2017
Q3 | $1.46M | Sell |
39,592
-4,344
| -10% | -$157K | 0.07% | 178 |
|
|
2017
Q2 | $1.56M | Buy |
43,936
+328
| +0.8% | +$11.6K | 0.08% | 171 |
|
|
2017
Q1 | $1.52M | Buy |
43,608
+7,272
| +20% | +$250K | 0.09% | 162 |
|
|
2016
Q4 | $1.2M | Sell |
36,336
-3,424
| -9% | -$111K | 0.07% | 174 |
|
|
2016
Q3 | $1.29M | Sell |
39,760
-118,924
| -75% | -$3.82M | 0.09% | 160 |
|
|
2016
Q2 | $4.91M | Buy |
158,684
+113,520
| +251% | +$3.47M | 0.36% | 88 |
|
|
2016
Q1 | $1.37M | Buy |
45,164
+7,560
| +20% | +$214K | 0.12% | 145 |
|
|
2015
Q4 | $1.13M | Buy |
37,604
+36,564
| +3,516% | +$1.12M | 0.11% | 144 |
|
|
2015
Q3 | $30K | Buy |
+1,040
| New | +$32.4K | ﹤0.01% | 332 |
|
|
2014
Q1 | – | Sell |
-192
| Closed | -$5K | – | 480 |
|
|
2013
Q4 | $5K | Buy |
+192
| New | +$5.11K | ﹤0.01% | 527 |
|
Other funds holding VO
