Carson Wealth (CWM LLC)’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
3,179
+55
| +2% | +$21.8K | ﹤0.01% | 1147 |
|
|
2025
Q1 | $1.05M | Buy |
3,124
+1,436
| +85% | +$480K | ﹤0.01% | 1099 |
|
|
2024
Q4 | $618K | Buy |
1,688
+864
| +105% | +$316K | ﹤0.01% | 1300 |
|
|
2024
Q3 | $285K | Sell |
824
-51
| -6% | -$17.6K | ﹤0.01% | 1562 |
|
|
2024
Q2 | $292K | Sell |
875
-20
| -2% | -$6.67K | ﹤0.01% | 1408 |
|
|
2024
Q1 | $273K | Sell |
895
-1,277
| -59% | -$390K | ﹤0.01% | 1375 |
|
|
2023
Q4 | $588K | Buy |
2,172
+995
| +85% | +$269K | ﹤0.01% | 1004 |
|
|
2023
Q3 | $291K | Buy |
1,177
+556
| +90% | +$137K | ﹤0.01% | 1166 |
|
|
2023
Q2 | $158K | Buy |
621
+242
| +64% | +$61.6K | ﹤0.01% | 1342 |
|
|
2023
Q1 | $87K | Buy |
379
+145
| +62% | +$33.3K | ﹤0.01% | 1566 |
|
|
2022
Q4 | $49K | Buy |
234
+65
| +38% | +$13.6K | ﹤0.01% | 1753 |
|
|
2022
Q3 | $35K | Sell |
169
-86
| -34% | -$17.8K | ﹤0.01% | 1858 |
|
|
2022
Q2 | $55K | Buy |
255
+252
| +8,400% | +$54.4K | ﹤0.01% | 1594 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 3413 |
|