Carson Wealth (CWM LLC)’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
31,031
+54
| +0.2% | +$6.94K | 0.01% | 666 |
|
|
2025
Q1 | $3.59M | Sell |
30,977
-153
| -0.5% | -$17.7K | 0.01% | 626 |
|
|
2024
Q4 | $3.66M | Buy |
31,130
+22,239
| +250% | +$2.61M | 0.02% | 548 |
|
|
2024
Q3 | $1.06M | Buy |
8,891
+269
| +3% | +$32.2K | ﹤0.01% | 994 |
|
|
2024
Q2 | $971K | Buy |
8,622
+3,540
| +70% | +$399K | ﹤0.01% | 907 |
|
|
2024
Q1 | $562K | Buy |
5,082
+948
| +23% | +$105K | ﹤0.01% | 1088 |
|
|
2023
Q4 | $425K | Buy |
4,134
+586
| +17% | +$60.2K | ﹤0.01% | 1121 |
|
|
2023
Q3 | $331K | Buy |
3,548
+151
| +4% | +$14.1K | ﹤0.01% | 1125 |
|
|
2023
Q2 | $329K | Buy |
3,397
+842
| +33% | +$81.5K | ﹤0.01% | 1074 |
|
|
2023
Q1 | $235K | Sell |
2,555
-8,749
| -77% | -$805K | ﹤0.01% | 1140 |
|
|
2022
Q4 | $974K | Buy |
11,304
+8,749
| +342% | +$754K | 0.01% | 624 |
|
|
2022
Q3 | $202K | Buy |
2,555
+379
| +17% | +$30K | ﹤0.01% | 1044 |
|
|
2022
Q2 | $186K | Sell |
2,176
-279
| -11% | -$23.8K | ﹤0.01% | 1069 |
|
|
2022
Q1 | $249K | Sell |
2,455
-163
| -6% | -$16.5K | ﹤0.01% | 948 |
|
|
2021
Q4 | $281K | Buy |
+2,618
| New | +$281K | ﹤0.01% | 899 |
|
|
2021
Q2 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2021
Q1 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2020
Q4 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2020
Q3 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2020
Q2 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2020
Q1 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2019
Q4 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2019
Q3 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2019
Q2 | $285K | Hold |
2,755
| – | – | ﹤0.01% | 794 |
|
|
2019
Q1 | $285K | Sell |
2,755
-71,275
| -96% | -$7.37M | ﹤0.01% | 794 |
|
|
2018
Q4 | $4.85M | Buy |
74,030
+15,946
| +27% | +$1.04M | 0.12% | 157 |
|
|
2018
Q3 | $4.4M | Buy |
58,084
+51,867
| +834% | +$3.93M | 0.11% | 176 |
|
|
2018
Q2 | $456K | Buy |
6,217
+305
| +5% | +$22.4K | 0.02% | 342 |
|
|
2018
Q1 | $435K | Hold |
5,912
| – | – | 0.02% | 293 |
|
|
2017
Q4 | $439K | Hold |
5,912
| – | – | 0.02% | 273 |
|
|
2017
Q3 | $418K | Hold |
5,912
| – | – | 0.02% | 264 |
|
|
2017
Q2 | $399K | Hold |
5,912
| – | – | 0.02% | 257 |
|
|
2017
Q1 | $386K | Hold |
5,912
| – | – | 0.02% | 244 |
|
|
2016
Q4 | $361K | Buy |
5,912
+3,610
| +157% | +$220K | 0.02% | 226 |
|
|
2016
Q3 | $140K | Buy |
2,302
+1,820
| +378% | +$111K | 0.01% | 298 |
|
|
2016
Q2 | $28K | Hold |
482
| – | – | ﹤0.01% | 428 |
|
|
2016
Q1 | $28K | Buy |
+482
| New | +$28K | ﹤0.01% | 407 |
|