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 | – | 4982 |
|
|
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 | – | 3894 |
|
|
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
