Carson Wealth (CWM LLC)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.61M | Buy |
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|
2025
Q2 | $805K | Buy |
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|
2025
Q1 | $491K | Sell |
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|
2024
Q4 | $605K | Buy |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $746K | Buy |
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|
2023
Q4 | $49K | Buy |
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|
2023
Q3 | $41K | Sell |
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|
2023
Q2 | $60K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4K | Buy |
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|
2021
Q2 | $15K | Sell |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $315K | Buy |
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