Carson Wealth (CWM LLC)’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $855K | Sell |
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|
2025
Q2 | $819K | Buy |
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|
2025
Q1 | $699K | Sell |
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|
2024
Q4 | $728K | Buy |
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|
2024
Q3 | $654K | Sell |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $794K | Buy |
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|
2023
Q3 | $129K | Hold |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $195K | Sell |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q2 | $150K | Hold |
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|
2021
Q1 | $150K | Hold |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $150K | Hold |
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|
2020
Q2 | $150K | Hold |
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|
2020
Q1 | $150K | Hold |
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|
2019
Q4 | $150K | Hold |
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|
2019
Q3 | $150K | Hold |
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|
2019
Q2 | $150K | Hold |
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|
2019
Q1 | $150K | Buy |
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|
2018
Q4 | $5K | Buy |
|