Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vesta Real Estate VTMX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTMX Stock Details VTMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$0 Hold
10
– – ﹤0.01% 5322
2025
Q1 		$0 Hold
10
– – ﹤0.01% 5219
2024
Q4 		$0 Hold
10
– – ﹤0.01% 5190
2024
Q3 		$0 Buy
+10
New – ﹤0.01% 5187