Carson Wealth (CWM LLC)’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
326
+36
| +12% | +$2.98K | ﹤0.01% | 3720 |
|
|
2025
Q1 | $21K | Buy |
290
+266
| +1,108% | +$19.3K | ﹤0.01% | 3651 |
|
|
2024
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 4621 |
|
|
2024
Q2 | – | Sell |
-160
| Closed | -$12K | – | 4977 |
|
|
2024
Q1 | $12K | Buy |
160
+51
| +47% | +$3.83K | ﹤0.01% | 3247 |
|
|
2023
Q4 | $8K | Sell |
109
-64
| -37% | -$4.7K | ﹤0.01% | 3315 |
|
|
2023
Q3 | $12K | Sell |
173
-75
| -30% | -$5.2K | ﹤0.01% | 3057 |
|
|
2023
Q2 | $17K | Buy |
248
+197
| +386% | +$13.5K | ﹤0.01% | 2758 |
|
|
2023
Q1 | $3K | Buy |
51
+39
| +325% | +$2.29K | ﹤0.01% | 3575 |
|
|
2022
Q4 | $1K | Sell |
12
-254
| -95% | -$21.2K | ﹤0.01% | 3856 |
|
|
2022
Q3 | $15K | Buy |
+266
| New | +$15K | ﹤0.01% | 2436 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$1K | – | 3866 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 3373 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2019
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2825 |
|
|
2019
Q1 | $1K | Sell |
14
-929
| -99% | -$66.4K | ﹤0.01% | 2825 |
|
|
2018
Q4 | $57K | Hold |
943
| – | – | ﹤0.01% | 848 |
|
|
2018
Q3 | $67K | Buy |
943
+740
| +365% | +$52.6K | ﹤0.01% | 689 |
|
|
2018
Q2 | $14K | Sell |
203
-9
| -4% | -$621 | ﹤0.01% | 916 |
|
|
2018
Q1 | $15K | Buy |
212
+71
| +50% | +$5.02K | ﹤0.01% | 771 |
|
|
2017
Q4 | $10K | Hold |
141
| – | – | ﹤0.01% | 894 |
|
|
2017
Q3 | $10K | Sell |
141
-267
| -65% | -$18.9K | ﹤0.01% | 896 |
|
|
2017
Q2 | $27K | Sell |
408
-448
| -52% | -$29.6K | ﹤0.01% | 586 |
|
|
2017
Q1 | $54K | Buy |
856
+635
| +287% | +$40.1K | ﹤0.01% | 445 |
|
|
2016
Q4 | $13K | Buy |
+221
| New | +$13K | ﹤0.01% | 687 |
|
|
2016
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1067 |
|
|
2016
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 762 |
|
|
2016
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 722 |
|
|
2015
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 662 |
|