Carson Wealth (CWM LLC)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.1M | Sell |
120,960
-10,938
| -8% | -$3M | 0.08% | 231 |
|
|
2025
Q4 | $36.8M | Buy |
131,898
+59,536
| +82% | +$17M | 0.1% | 184 |
|
|
2025
Q3 | $21.3M | Buy |
72,362
+1,920
| +3% | +$554K | 0.06% | 260 |
|
|
2025
Q2 | $20M | Buy |
70,442
+30,578
| +77% | +$7.88M | 0.07% | 241 |
|
|
2025
Q1 | $9.75M | Buy |
39,864
+6,355
| +19% | +$1.65M | 0.04% | 358 |
|
|
2024
Q4 | $8.5M | Buy |
33,509
+14,269
| +74% | +$3.67M | 0.04% | 354 |
|
|
2024
Q3 | $4.68M | Sell |
19,240
-513
| -3% | -$119K | 0.02% | 458 |
|
|
2024
Q2 | $4.53M | Sell |
19,753
-1,287
| -6% | -$295K | 0.02% | 440 |
|
|
2024
Q1 | $4.96M | Sell |
21,040
-869
| -4% | -$195K | 0.02% | 421 |
|
|
2023
Q4 | $4.81M | Buy |
21,909
+3,990
| +22% | +$798K | 0.03% | 400 |
|
|
2023
Q3 | $3.49M | Sell |
17,919
-1,106
| -6% | -$226K | 0.02% | 437 |
|
|
2023
Q2 | $3.92M | Buy |
19,025
+1,675
| +10% | +$325K | 0.02% | 389 |
|
|
2023
Q1 | $3.38M | Buy |
17,350
+1,918
| +12% | +$367K | 0.02% | 394 |
|
|
2022
Q4 | $2.77M | Sell |
15,432
-3,752
| -20% | -$680K | 0.02% | 401 |
|
|
2022
Q3 | $3.27M | Buy |
19,184
+2,081
| +12% | +$394K | 0.03% | 348 |
|
|
2022
Q2 | $3M | Sell |
17,103
-11,018
| -39% | -$2.13M | 0.02% | 356 |
|
|
2022
Q1 | $6.27M | Buy |
28,121
+5,750
| +26% | +$1.27M | 0.04% | 273 |
|
|
2021
Q4 | $5.7M | Buy |
+22,371
| New | +$5.64M | 0.04% | 284 |
|
|
2021
Q2 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2021
Q1 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2020
Q4 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2020
Q3 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2020
Q2 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2020
Q1 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2019
Q4 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2019
Q3 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2019
Q2 | $1.06M | Hold |
4,495
| – | – | 0.01% | 554 |
|
|
2019
Q1 | $1.06M | Buy |
4,495
+3,713
| +475% | +$499K | 0.01% | 554 |
|
|
2018
Q4 | $94K | Buy |
782
+42
| +6% | +$5.39K | ﹤0.01% | 739 |
|
|
2018
Q3 | $105K | Hold |
740
| – | – | ﹤0.01% | 614 |
|
|
2018
Q2 | $99K | Hold |
740
| – | – | ﹤0.01% | 521 |
|
|
2018
Q1 | $96K | Sell |
740
-400
| -35% | -$52.5K | ﹤0.01% | 449 |
|
|
2017
Q4 | $146K | Hold |
1,140
| – | – | 0.01% | 381 |
|
|
2017
Q3 | $139K | Hold |
1,140
| – | – | 0.01% | 371 |
|
|
2017
Q2 | $134K | Hold |
1,140
| – | – | 0.01% | 353 |
|
|
2017
Q1 | $129K | Sell |
1,140
-34
| -3% | -$3.78K | 0.01% | 339 |
|
|
2016
Q4 | $124K | Hold |
1,174
| – | – | 0.01% | 325 |
|
|
2016
Q3 | $125K | Buy |
1,174
+1,140
| +3,353% | +$121K | 0.01% | 312 |
|
|
2016
Q2 | $3K | Sell |
34
-88
| -72% | -$8.89K | ﹤0.01% | 688 |
|
|
2016
Q1 | $12K | Buy |
122
+88
| +259% | +$8.21K | ﹤0.01% | 503 |
|
|
2015
Q4 | $3K | Buy |
+34
| New | +$3.44K | ﹤0.01% | 578 |
|
Other funds holding VOT
EWA
TI
VIA