Carson Wealth (CWM LLC)’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $777K | Buy |
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|
2025
Q2 | $652K | Hold |
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|
2025
Q1 | $631K | Hold |
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|
2024
Q4 | $621K | Buy |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $954K | Buy |
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|
2023
Q4 | $858K | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $4K | Buy |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $18K | Hold |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $18K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $24K | Buy |
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