Carson Wealth (CWM LLC)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $487K | Buy |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $178K | Buy |
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|
2024
Q1 | $145K | Buy |
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|
2023
Q4 | $18K | Hold |
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|
2023
Q3 | $16K | Sell |
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|
2023
Q2 | $112K | Buy |
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|
2023
Q1 | $105K | Sell |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $89K | Buy |
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