Carson Wealth (CWM LLC)’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Buy |
26,918
+256
| +1% | +$69.8K | 0.03% | 480 |
|
|
2025
Q1 | $6.58M | Buy |
26,662
+76
| +0.3% | +$18.8K | 0.03% | 447 |
|
|
2024
Q4 | $6.91M | Buy |
26,586
+17,893
| +206% | +$4.65M | 0.03% | 404 |
|
|
2024
Q3 | $2.21M | Hold |
8,693
| – | – | 0.01% | 666 |
|
|
2024
Q2 | $2.08M | Buy |
8,693
+10
| +0.1% | +$2.4K | 0.01% | 636 |
|
|
2024
Q1 | $2.02M | Hold |
8,683
| – | – | 0.01% | 613 |
|
|
2023
Q4 | $1.85M | Buy |
8,683
+709
| +9% | +$151K | 0.01% | 591 |
|
|
2023
Q3 | $1.52M | Buy |
7,974
+4,725
| +145% | +$901K | 0.01% | 610 |
|
|
2023
Q2 | $642K | Buy |
3,249
+1,550
| +91% | +$306K | ﹤0.01% | 862 |
|
|
2023
Q1 | $311K | Hold |
1,699
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q4 | $292K | Buy |
+1,699
| New | +$292K | ﹤0.01% | 963 |
|
|
2022
Q1 | – | Sell |
-80
| Closed | -$17K | – | 3871 |
|
|
2021
Q4 | $17K | Buy |
+80
| New | +$17K | ﹤0.01% | 2084 |
|