Carson Wealth (CWM LLC)’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Buy |
7,375
+2,084
| +39% | +$227K | ﹤0.01% | 1364 |
|
|
2025
Q1 | $491K | Sell |
5,291
-564
| -10% | -$52.3K | ﹤0.01% | 1446 |
|
|
2024
Q4 | $605K | Buy |
5,855
+2,078
| +55% | +$215K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $365K | Sell |
3,777
-159
| -4% | -$15.4K | ﹤0.01% | 1448 |
|
|
2024
Q2 | $369K | Sell |
3,936
-4,676
| -54% | -$438K | ﹤0.01% | 1307 |
|
|
2024
Q1 | $746K | Buy |
8,612
+7,988
| +1,280% | +$692K | ﹤0.01% | 978 |
|
|
2023
Q4 | $49K | Buy |
624
+25
| +4% | +$1.96K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $41K | Sell |
599
-256
| -30% | -$17.5K | ﹤0.01% | 2189 |
|
|
2023
Q2 | $60K | Buy |
+855
| New | +$60K | ﹤0.01% | 1859 |
|
|
2023
Q1 | – | Sell |
-76
| Closed | -$4K | – | 4347 |
|
|
2022
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 3339 |
|
|
2021
Q2 | $15K | Sell |
216
-648
| -75% | -$45K | ﹤0.01% | 1935 |
|
|
2021
Q1 | $15K | Hold |
864
| – | – | ﹤0.01% | 1935 |
|
|
2020
Q4 | $15K | Hold |
864
| – | – | ﹤0.01% | 1935 |
|
|
2020
Q3 | $15K | Hold |
864
| – | – | ﹤0.01% | 1935 |
|
|
2020
Q2 | $15K | Hold |
864
| – | – | ﹤0.01% | 1935 |
|
|
2020
Q1 | $15K | Hold |
864
| – | – | ﹤0.01% | 1935 |
|
|
2019
Q4 | $15K | Hold |
864
| – | – | ﹤0.01% | 1935 |
|
|
2019
Q3 | $15K | Hold |
864
| – | – | ﹤0.01% | 1935 |
|
|
2019
Q2 | $15K | Hold |
864
| – | – | ﹤0.01% | 1935 |
|
|
2019
Q1 | $15K | Sell |
864
-8,504
| -91% | -$148K | ﹤0.01% | 1935 |
|
|
2018
Q4 | $315K | Buy |
+9,368
| New | +$315K | 0.01% | 514 |
|