Carson Wealth (CWM LLC)’s Vanguard Russell 2000 ETF VTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $903K | Sell |
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|
2025
Q1 | $840K | Sell |
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|
2024
Q4 | $945K | Buy |
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|
2024
Q3 | $910K | Buy |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $127K | Sell |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $112K | Sell |
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|
2021
Q4 | $123K | Buy |
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|
2021
Q2 | $117K | Sell |
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|
2021
Q1 | $117K | Hold |
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|
2020
Q4 | $117K | Hold |
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|
2020
Q3 | $117K | Hold |
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|
2020
Q2 | $117K | Hold |
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|
2020
Q1 | $117K | Hold |
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|
2019
Q4 | $117K | Hold |
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|
2019
Q3 | $117K | Hold |
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|
2019
Q2 | $117K | Hold |
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|
2019
Q1 | $117K | Buy |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $15K | Buy |
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|
2018
Q2 | $0 | Buy |
|