Carson Wealth (CWM LLC)’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $222K | Hold |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $318K | Hold |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $70K | Hold |
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|
2023
Q2 | $70K | Hold |
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|
2023
Q1 | $70K | Hold |
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|
2022
Q4 | $70K | Hold |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $69K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5.6M | Buy |
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