Carson Wealth (CWM LLC)’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
88,965
+1,836
| +2% | +$514K | 0.09% | 203 |
|
|
2025
Q1 | $22.5M | Buy |
87,129
+60,250
| +224% | +$15.6M | 0.09% | 207 |
|
|
2024
Q4 | $7.1M | Buy |
26,879
+12,751
| +90% | +$3.37M | 0.03% | 398 |
|
|
2024
Q3 | $3.73M | Sell |
14,128
-1,356
| -9% | -$358K | 0.02% | 515 |
|
|
2024
Q2 | $3.75M | Buy |
15,484
+1,299
| +9% | +$315K | 0.02% | 480 |
|
|
2024
Q1 | $3.54M | Buy |
14,185
+254
| +2% | +$63.5K | 0.02% | 482 |
|
|
2023
Q4 | $3.24M | Buy |
13,931
+1,143
| +9% | +$266K | 0.02% | 480 |
|
|
2023
Q3 | $2.66M | Buy |
12,788
+4,320
| +51% | +$900K | 0.02% | 483 |
|
|
2023
Q2 | $1.86M | Buy |
8,468
+31
| +0.4% | +$6.82K | 0.01% | 531 |
|
|
2023
Q1 | $1.78M | Sell |
8,437
-5,741
| -40% | -$1.21M | 0.01% | 500 |
|
|
2022
Q4 | $2.89M | Sell |
14,178
-755
| -5% | -$154K | 0.02% | 390 |
|
|
2022
Q3 | $2.81M | Sell |
14,933
-9,621
| -39% | -$1.81M | 0.02% | 367 |
|
|
2022
Q2 | $4.84M | Sell |
24,554
-608
| -2% | -$120K | 0.04% | 296 |
|
|
2022
Q1 | $5.98M | Sell |
25,162
-9,511
| -27% | -$2.26M | 0.04% | 278 |
|
|
2021
Q4 | $8.83M | Buy |
+34,673
| New | +$8.83M | 0.06% | 227 |
|
|
2021
Q2 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2021
Q1 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2020
Q4 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2020
Q3 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2020
Q2 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2020
Q1 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2019
Q4 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2019
Q3 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2019
Q2 | $7.9M | Hold |
33,275
| – | – | 0.06% | 232 |
|
|
2019
Q1 | $7.9M | Buy |
33,275
+11,733
| +54% | +$2.78M | 0.06% | 232 |
|
|
2018
Q4 | $2.98M | Buy |
21,542
+4,366
| +25% | +$603K | 0.07% | 223 |
|
|
2018
Q3 | $2.82M | Buy |
17,176
+13,191
| +331% | +$2.17M | 0.07% | 230 |
|
|
2018
Q2 | $628K | Buy |
3,985
+167
| +4% | +$26.3K | 0.02% | 317 |
|
|
2018
Q1 | $589K | Sell |
3,818
-2,481
| -39% | -$383K | 0.02% | 268 |
|
|
2017
Q4 | $975K | Sell |
6,299
-3,599
| -36% | -$557K | 0.04% | 231 |
|
|
2017
Q3 | $1.46M | Sell |
9,898
-1,086
| -10% | -$160K | 0.07% | 178 |
|
|
2017
Q2 | $1.57M | Buy |
10,984
+82
| +0.8% | +$11.7K | 0.08% | 171 |
|
|
2017
Q1 | $1.52M | Buy |
10,902
+1,818
| +20% | +$253K | 0.09% | 162 |
|
|
2016
Q4 | $1.2M | Sell |
9,084
-856
| -9% | -$113K | 0.07% | 173 |
|
|
2016
Q3 | $1.29M | Sell |
9,940
-29,731
| -75% | -$3.85M | 0.09% | 159 |
|
|
2016
Q2 | $4.91M | Buy |
39,671
+28,380
| +251% | +$3.51M | 0.36% | 87 |
|
|
2016
Q1 | $1.37M | Buy |
11,291
+1,890
| +20% | +$229K | 0.12% | 144 |
|
|
2015
Q4 | $1.13M | Buy |
9,401
+9,141
| +3,516% | +$1.1M | 0.11% | 143 |
|
|
2015
Q3 | $30K | Buy |
+260
| New | +$30K | ﹤0.01% | 331 |
|
|
2014
Q1 | – | Sell |
-48
| Closed | -$5K | – | 437 |
|
|
2013
Q4 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 482 |
|