Carson Wealth (CWM LLC)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
70,442
+30,578
| +77% | +$8.7M | 0.07% | 241 |
|
|
2025
Q1 | $9.75M | Buy |
39,864
+6,355
| +19% | +$1.55M | 0.04% | 358 |
|
|
2024
Q4 | $8.5M | Buy |
33,509
+14,269
| +74% | +$3.62M | 0.04% | 354 |
|
|
2024
Q3 | $4.68M | Sell |
19,240
-513
| -3% | -$125K | 0.02% | 457 |
|
|
2024
Q2 | $4.53M | Sell |
19,753
-1,287
| -6% | -$295K | 0.02% | 439 |
|
|
2024
Q1 | $4.96M | Sell |
21,040
-869
| -4% | -$205K | 0.02% | 420 |
|
|
2023
Q4 | $4.81M | Buy |
21,909
+3,990
| +22% | +$876K | 0.03% | 399 |
|
|
2023
Q3 | $3.49M | Sell |
17,919
-1,106
| -6% | -$215K | 0.02% | 436 |
|
|
2023
Q2 | $3.92M | Buy |
19,025
+1,675
| +10% | +$345K | 0.02% | 388 |
|
|
2023
Q1 | $3.38M | Buy |
17,350
+1,918
| +12% | +$374K | 0.02% | 393 |
|
|
2022
Q4 | $2.77M | Sell |
15,432
-3,752
| -20% | -$674K | 0.02% | 400 |
|
|
2022
Q3 | $3.27M | Buy |
19,184
+2,081
| +12% | +$355K | 0.03% | 348 |
|
|
2022
Q2 | $3M | Sell |
17,103
-11,018
| -39% | -$1.93M | 0.02% | 356 |
|
|
2022
Q1 | $6.27M | Buy |
28,121
+5,750
| +26% | +$1.28M | 0.04% | 273 |
|
|
2021
Q4 | $5.7M | Buy |
+22,371
| New | +$5.7M | 0.04% | 284 |
|
|
2021
Q2 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2021
Q1 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2020
Q4 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2020
Q3 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2020
Q2 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2020
Q1 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2019
Q4 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2019
Q3 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2019
Q2 | $1.06M | Hold |
4,495
| – | – | 0.01% | 553 |
|
|
2019
Q1 | $1.06M | Buy |
4,495
+3,713
| +475% | +$877K | 0.01% | 553 |
|
|
2018
Q4 | $94K | Buy |
782
+42
| +6% | +$5.05K | ﹤0.01% | 737 |
|
|
2018
Q3 | $105K | Hold |
740
| – | – | ﹤0.01% | 612 |
|
|
2018
Q2 | $99K | Hold |
740
| – | – | ﹤0.01% | 519 |
|
|
2018
Q1 | $96K | Sell |
740
-400
| -35% | -$51.9K | ﹤0.01% | 448 |
|
|
2017
Q4 | $146K | Hold |
1,140
| – | – | 0.01% | 380 |
|
|
2017
Q3 | $139K | Hold |
1,140
| – | – | 0.01% | 370 |
|
|
2017
Q2 | $134K | Hold |
1,140
| – | – | 0.01% | 352 |
|
|
2017
Q1 | $129K | Sell |
1,140
-34
| -3% | -$3.85K | 0.01% | 338 |
|
|
2016
Q4 | $124K | Hold |
1,174
| – | – | 0.01% | 324 |
|
|
2016
Q3 | $125K | Buy |
1,174
+1,140
| +3,353% | +$121K | 0.01% | 311 |
|
|
2016
Q2 | $3K | Sell |
34
-88
| -72% | -$7.77K | ﹤0.01% | 685 |
|
|
2016
Q1 | $12K | Buy |
122
+88
| +259% | +$8.66K | ﹤0.01% | 502 |
|
|
2015
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 577 |
|