Carson Wealth (CWM LLC)’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
11,492
-1,476
| -11% | -$147K | ﹤0.01% | 1478 |
|
|
2025
Q4 | $1.17M | Buy |
12,968
+9,733
| +301% | +$880K | ﹤0.01% | 1405 |
|
|
2025
Q3 | $284K | Buy |
3,235
+2,909
| +892% | +$248K | ﹤0.01% | 2180 |
|
|
2025
Q2 | $27K | Buy |
326
+36
| +12% | +$2.75K | ﹤0.01% | 3722 |
|
|
2025
Q1 | $21K | Buy |
290
+266
| +1,108% | +$19.5K | ﹤0.01% | 3654 |
|
|
2024
Q4 | $2K | Buy |
+24
| New | +$1.79K | ﹤0.01% | 4623 |
|
|
2024
Q2 | – | Sell |
-160
| Closed | -$12K | – | 4979 |
|
|
2024
Q1 | $12K | Buy |
160
+51
| +47% | +$3.73K | ﹤0.01% | 3249 |
|
|
2023
Q4 | $8K | Sell |
109
-64
| -37% | -$4.35K | ﹤0.01% | 3318 |
|
|
2023
Q3 | $12K | Sell |
173
-75
| -30% | -$5.21K | ﹤0.01% | 3059 |
|
|
2023
Q2 | $17K | Buy |
248
+197
| +386% | +$13.6K | ﹤0.01% | 2761 |
|
|
2023
Q1 | $3K | Buy |
51
+39
| +325% | +$2.62K | ﹤0.01% | 3580 |
|
|
2022
Q4 | $1K | Sell |
12
-254
| -95% | -$15.8K | ﹤0.01% | 3870 |
|
|
2022
Q3 | $15K | Buy |
+266
| New | +$17K | ﹤0.01% | 2439 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$1K | – | 3891 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1.12K | ﹤0.01% | 3397 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2862 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2861 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 2861 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 2858 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2858 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2856 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 2856 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 2856 |
|
|
2019
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2856 |
|
|
2019
Q1 | $1K | Sell |
14
-929
| -99% | -$60.1K | ﹤0.01% | 2854 |
|
|
2018
Q4 | $57K | Hold |
943
| – | – | ﹤0.01% | 851 |
|
|
2018
Q3 | $67K | Buy |
943
+740
| +365% | +$51.5K | ﹤0.01% | 691 |
|
|
2018
Q2 | $14K | Sell |
203
-9
| -4% | -$655 | ﹤0.01% | 920 |
|
|
2018
Q1 | $15K | Buy |
212
+71
| +50% | +$5.26K | ﹤0.01% | 772 |
|
|
2017
Q4 | $10K | Hold |
141
| – | – | ﹤0.01% | 895 |
|
|
2017
Q3 | $10K | Sell |
141
-267
| -65% | -$18K | ﹤0.01% | 897 |
|
|
2017
Q2 | $27K | Sell |
408
-448
| -52% | -$29K | ﹤0.01% | 587 |
|
|
2017
Q1 | $54K | Buy |
856
+635
| +287% | +$39.3K | ﹤0.01% | 446 |
|
|
2016
Q4 | $13K | Buy |
+221
| New | +$13.1K | ﹤0.01% | 688 |
|
|
2016
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1071 |
|
|
2016
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 766 |
|
|
2016
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 723 |
|
|
2015
Q4 | $1K | Buy |
+14
| New | +$803 | ﹤0.01% | 663 |
|
Other funds holding VPL
MG
EPM
FTUS
G
Carson Wealth (CWM LLC)'s VPL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Vanguard FTSE Pacific ETF (VPL) stake by 11% in Q1 2026, selling an estimated $147K and leaving 11,492 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1478.
Carson Wealth (CWM LLC) first reported a position in VPL in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.17M in Q4 2025. 435 funds tracked by Wall St. Rank hold VPL as of Q1 2026.
- Carson Wealth (CWM LLC) held 11,492 shares of Vanguard FTSE Pacific ETF worth $1.12M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,476 Vanguard FTSE Pacific ETF shares in Q1 2026, an estimated $147K.
- Vanguard FTSE Pacific ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1478 holding.
- Carson Wealth (CWM LLC) first reported a position in Vanguard FTSE Pacific ETF in Q4 2015 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Vanguard FTSE Pacific ETF position peaked at $1.17M in Q4 2025.
- 435 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.