Carson Wealth (CWM LLC)’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
2,273
+667
| +42% | +$126K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $296K | Buy |
1,606
+196
| +14% | +$36.1K | ﹤0.01% | 1678 |
|
|
2024
Q4 | $260K | Buy |
1,410
+604
| +75% | +$111K | ﹤0.01% | 1674 |
|
|
2024
Q3 | $154K | Sell |
806
-205
| -20% | -$39.2K | ﹤0.01% | 1906 |
|
|
2024
Q2 | $178K | Buy |
1,011
+205
| +25% | +$36.1K | ﹤0.01% | 1644 |
|
|
2024
Q1 | $145K | Buy |
806
+700
| +660% | +$126K | ﹤0.01% | 1675 |
|
|
2023
Q4 | $18K | Hold |
106
| – | – | ﹤0.01% | 2854 |
|
|
2023
Q3 | $16K | Sell |
106
-612
| -85% | -$92.4K | ﹤0.01% | 2852 |
|
|
2023
Q2 | $112K | Buy |
718
+4
| +0.6% | +$624 | ﹤0.01% | 1515 |
|
|
2023
Q1 | $105K | Sell |
714
-225
| -24% | -$33.1K | ﹤0.01% | 1469 |
|
|
2022
Q4 | $131K | Buy |
939
+269
| +40% | +$37.5K | ﹤0.01% | 1263 |
|
|
2022
Q3 | $83K | Hold |
670
| – | – | ﹤0.01% | 1418 |
|
|
2022
Q2 | $89K | Buy |
+670
| New | +$89K | ﹤0.01% | 1365 |
|