Carson Wealth (CWM LLC)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.6M | Buy |
290,862
+18,571
| +7% | +$3.47M | 0.14% | 150 |
|
|
2025
Q4 | $48.3M | Buy |
272,291
+155,244
| +133% | +$27.2M | 0.13% | 149 |
|
|
2025
Q3 | $20.4M | Sell |
117,047
-6,534
| -5% | -$1.11M | 0.06% | 272 |
|
|
2025
Q2 | $20.3M | Buy |
123,581
+59,120
| +92% | +$9.36M | 0.07% | 236 |
|
|
2025
Q1 | $10.3M | Buy |
64,461
+2,093
| +3% | +$342K | 0.04% | 342 |
|
|
2024
Q4 | $10.1M | Buy |
62,368
+196
| +0.3% | +$33.1K | 0.04% | 320 |
|
|
2024
Q3 | $10.4M | Buy |
62,172
+3,575
| +6% | +$568K | 0.04% | 300 |
|
|
2024
Q2 | $8.81M | Buy |
58,597
+3,150
| +6% | +$478K | 0.04% | 313 |
|
|
2024
Q1 | $8.64M | Buy |
55,447
+2,709
| +5% | +$398K | 0.04% | 318 |
|
|
2023
Q4 | $7.65M | Buy |
52,738
+860
| +2% | +$116K | 0.04% | 319 |
|
|
2023
Q3 | $6.79M | Buy |
51,878
+5,383
| +12% | +$746K | 0.04% | 308 |
|
|
2023
Q2 | $6.43M | Buy |
46,495
+2,330
| +5% | +$311K | 0.04% | 301 |
|
|
2023
Q1 | $5.92M | Sell |
44,165
-5,960
| -12% | -$827K | 0.04% | 290 |
|
|
2022
Q4 | $6.78M | Sell |
50,125
-19,050
| -28% | -$2.56M | 0.05% | 258 |
|
|
2022
Q3 | $8.42M | Buy |
69,175
+12,052
| +21% | +$1.63M | 0.07% | 215 |
|
|
2022
Q2 | $7.4M | Sell |
57,123
-1,534
| -3% | -$217K | 0.06% | 240 |
|
|
2022
Q1 | $8.78M | Buy |
58,657
+11,468
| +24% | +$1.69M | 0.06% | 222 |
|
|
2021
Q4 | $7.09M | Buy |
+47,189
| New | +$6.93M | 0.05% | 262 |
|
|
2021
Q2 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2021
Q1 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2020
Q4 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2020
Q3 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2020
Q2 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2020
Q1 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2019
Q4 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2019
Q3 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2019
Q2 | $3.06M | Hold |
21,772
| – | – | 0.02% | 347 |
|
|
2019
Q1 | $3.06M | Buy |
21,772
+19,267
| +769% | +$2.02M | 0.02% | 347 |
|
|
2018
Q4 | $239K | Buy |
2,505
+428
| +21% | +$44.9K | 0.01% | 567 |
|
|
2018
Q3 | $235K | Buy |
2,077
+863
| +71% | +$98.1K | 0.01% | 494 |
|
|
2018
Q2 | $134K | Buy |
1,214
+52
| +4% | +$5.76K | ﹤0.01% | 484 |
|
|
2018
Q1 | $127K | Buy |
1,162
+2
| +0.2% | +$225 | 0.01% | 418 |
|
|
2017
Q4 | $129K | Hold |
1,160
| – | – | 0.01% | 397 |
|
|
2017
Q3 | $123K | Hold |
1,160
| – | – | 0.01% | 390 |
|
|
2017
Q2 | $119K | Sell |
1,160
-102
| -8% | -$10.4K | 0.01% | 370 |
|
|
2017
Q1 | $129K | Buy |
1,262
+25
| +2% | +$2.52K | 0.01% | 338 |
|
|
2016
Q4 | $120K | Buy |
1,237
+87
| +8% | +$8.25K | 0.01% | 328 |
|
|
2016
Q3 | $108K | Buy |
1,150
+1,085
| +1,669% | +$100K | 0.01% | 327 |
|
|
2016
Q2 | $6K | Buy |
65
+25
| +63% | +$2.2K | ﹤0.01% | 613 |
|
|
2016
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 660 |
|
|
2015
Q4 | $3K | Buy |
+40
| New | +$3.5K | ﹤0.01% | 577 |
|
Other funds holding VOE
EWA
TCIIS
