Carson Wealth (CWM LLC)’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$3K | – | 5320 |
|
|
2025
Q1 | $3K | Sell |
13
-68
| -84% | -$15.7K | ﹤0.01% | 4690 |
|
|
2024
Q4 | $22K | Sell |
81
-20
| -20% | -$5.43K | ﹤0.01% | 3385 |
|
|
2024
Q3 | $26K | Buy |
101
+45
| +80% | +$11.6K | ﹤0.01% | 3206 |
|
|
2024
Q2 | $14K | Hold |
56
| – | – | ﹤0.01% | 3358 |
|
|
2024
Q1 | $13K | Hold |
56
| – | – | ﹤0.01% | 3203 |
|
|
2023
Q4 | $12K | Hold |
56
| – | – | ﹤0.01% | 3101 |
|
|
2023
Q3 | $11K | Hold |
56
| – | – | ﹤0.01% | 3103 |
|
|
2023
Q2 | $11K | Hold |
56
| – | – | ﹤0.01% | 3037 |
|
|
2023
Q1 | $10K | Sell |
56
-109
| -66% | -$19.5K | ﹤0.01% | 2970 |
|
|
2022
Q4 | $29K | Hold |
165
| – | – | ﹤0.01% | 2115 |
|
|
2022
Q3 | $27K | Buy |
165
+56
| +51% | +$9.16K | ﹤0.01% | 2033 |
|
|
2022
Q2 | $19K | Hold |
109
| – | – | ﹤0.01% | 2161 |
|
|
2022
Q1 | $23K | Hold |
109
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q4 | $24K | Buy |
+109
| New | +$24K | ﹤0.01% | 1901 |
|
|
2021
Q2 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2021
Q1 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2020
Q4 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2020
Q3 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2020
Q2 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2020
Q1 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2019
Q4 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2019
Q3 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2019
Q2 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2019
Q1 | $22K | Hold |
109
| – | – | ﹤0.01% | 1757 |
|
|
2018
Q4 | $12K | Hold |
109
| – | – | ﹤0.01% | 1279 |
|
|
2018
Q3 | $15K | Buy |
+109
| New | +$15K | ﹤0.01% | 1041 |
|