Carson Wealth (CWM LLC)’s Vanguard Communication Services ETF VOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Sell |
1,030
-370
| -26% | -$63.2K | ﹤0.01% | 2284 |
|
|
2025
Q1 | $208K | Buy |
1,400
+5
| +0.4% | +$743 | ﹤0.01% | 1903 |
|
|
2024
Q4 | $216K | Buy |
1,395
+702
| +101% | +$109K | ﹤0.01% | 1779 |
|
|
2024
Q3 | $101K | Sell |
693
-1,828
| -73% | -$266K | ﹤0.01% | 2187 |
|
|
2024
Q2 | $348K | Buy |
2,521
+731
| +41% | +$101K | ﹤0.01% | 1321 |
|
|
2024
Q1 | $235K | Buy |
1,790
+826
| +86% | +$108K | ﹤0.01% | 1439 |
|
|
2023
Q4 | $113K | Sell |
964
-224
| -19% | -$26.3K | ﹤0.01% | 1680 |
|
|
2023
Q3 | $125K | Buy |
1,188
+1,102
| +1,281% | +$116K | ﹤0.01% | 1514 |
|
|
2023
Q2 | $9K | Sell |
86
-74
| -46% | -$7.74K | ﹤0.01% | 3162 |
|
|
2023
Q1 | $15K | Buy |
160
+8
| +5% | +$750 | ﹤0.01% | 2716 |
|
|
2022
Q4 | $12K | Sell |
152
-73
| -32% | -$5.76K | ﹤0.01% | 2722 |
|
|
2022
Q3 | $19K | Sell |
225
-106
| -32% | -$8.95K | ﹤0.01% | 2267 |
|
|
2022
Q2 | $31K | Buy |
331
+257
| +347% | +$24.1K | ﹤0.01% | 1874 |
|
|
2022
Q1 | $9K | Buy |
74
+2
| +3% | +$243 | ﹤0.01% | 2567 |
|
|
2021
Q4 | $10K | Buy |
+72
| New | +$10K | ﹤0.01% | 2366 |
|
|
2021
Q2 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q1 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2020
Q4 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2020
Q3 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2020
Q2 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2020
Q1 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2019
Q4 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2019
Q3 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2019
Q2 | $10K | Hold |
72
| – | – | ﹤0.01% | 2117 |
|
|
2019
Q1 | $10K | Sell |
72
-19
| -21% | -$2.64K | ﹤0.01% | 2117 |
|
|
2018
Q4 | $7K | Sell |
91
-30
| -25% | -$2.31K | ﹤0.01% | 1454 |
|
|
2018
Q3 | $11K | Buy |
121
+12
| +11% | +$1.09K | ﹤0.01% | 1132 |
|
|
2018
Q2 | $9K | Buy |
109
+37
| +51% | +$3.06K | ﹤0.01% | 1038 |
|
|
2018
Q1 | $6K | Hold |
72
| – | – | ﹤0.01% | 984 |
|
|
2017
Q4 | $7K | Sell |
72
-13
| -15% | -$1.26K | ﹤0.01% | 1000 |
|
|
2017
Q3 | $8K | Buy |
85
+13
| +18% | +$1.22K | ﹤0.01% | 957 |
|
|
2017
Q2 | $7K | Hold |
72
| – | – | ﹤0.01% | 844 |
|
|
2017
Q1 | $7K | Hold |
72
| – | – | ﹤0.01% | 828 |
|
|
2016
Q4 | $7K | Sell |
72
-701
| -91% | -$68.2K | ﹤0.01% | 800 |
|
|
2016
Q3 | $73K | Hold |
773
| – | – | 0.01% | 372 |
|
|
2016
Q2 | $76K | Sell |
773
-1,078
| -58% | -$106K | 0.01% | 336 |
|
|
2016
Q1 | $172K | Buy |
+1,851
| New | +$172K | 0.02% | 240 |
|