Carson Wealth (CWM LLC)’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.61M Buy
2025
Q2
$1.26M Buy
2025
Q1
$1.04M Buy
2024
Q4
$618K Buy
2024
Q3
$285K Sell
2024
Q2
$292K Sell
2024
Q1
$273K Sell
2023
Q4
$588K Buy
2023
Q3
$291K Buy
2023
Q2
$158K Buy
2023
Q1
$87K Buy
2022
Q4
$49K Buy
2022
Q3
$35K Sell
2022
Q2
$55K Buy
2022
Q1
$1K Buy