Carson Wealth (CWM LLC)’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.14M | Sell |
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|
2025
Q2 | $3.99M | Buy |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $3.66M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $971K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $974K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $186K | Sell |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $285K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $285K | Hold |
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|
2019
Q4 | $285K | Hold |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $285K | Hold |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $4.85M | Buy |
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|
2018
Q3 | $4.4M | Buy |
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|
2018
Q2 | $456K | Buy |
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|
2018
Q1 | $435K | Hold |
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|
2017
Q4 | $439K | Hold |
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|
2017
Q3 | $418K | Hold |
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|
2017
Q2 | $399K | Hold |
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|
2017
Q1 | $386K | Hold |
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|
2016
Q4 | $361K | Buy |
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|
2016
Q3 | $140K | Buy |
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|
2016
Q2 | $28K | Hold |
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|
2016
Q1 | $28K | Buy |
|