Carson Wealth (CWM LLC)’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.59M | Sell |
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|
2025
Q2 | $7.43M | Sell |
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|
2025
Q1 | $7.31M | Buy |
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|
2024
Q4 | $3.46M | Sell |
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|
2024
Q3 | $3.48M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $2.93M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $2.72M | Buy |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $937K | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $847K | Buy |
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|
2021
Q2 | $155K | Hold |
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|
2021
Q1 | $155K | Hold |
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|
2020
Q4 | $155K | Hold |
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|
2020
Q3 | $155K | Hold |
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|
2020
Q2 | $155K | Hold |
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|
2020
Q1 | $155K | Hold |
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|
2019
Q4 | $155K | Hold |
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|
2019
Q3 | $155K | Hold |
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|
2019
Q2 | $155K | Hold |
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|
2019
Q1 | $155K | Buy |
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|
2018
Q4 | $0 | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.18M | Buy |
|