Carson Wealth (CWM LLC)’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Sell |
10,354
-68
| -0.7% | -$5.93K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $840K | Sell |
10,422
-162
| -2% | -$13.1K | ﹤0.01% | 1229 |
|
|
2024
Q4 | $945K | Buy |
10,584
+396
| +4% | +$35.4K | ﹤0.01% | 1114 |
|
|
2024
Q3 | $910K | Buy |
10,188
+5,882
| +137% | +$525K | ﹤0.01% | 1090 |
|
|
2024
Q2 | $353K | Sell |
4,306
-2,392
| -36% | -$196K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $570K | Buy |
6,698
+1,966
| +42% | +$167K | ﹤0.01% | 1082 |
|
|
2023
Q4 | $384K | Buy |
4,732
+83
| +2% | +$6.74K | ﹤0.01% | 1156 |
|
|
2023
Q3 | $332K | Buy |
4,649
+2,974
| +178% | +$212K | ﹤0.01% | 1124 |
|
|
2023
Q2 | $127K | Sell |
1,675
-60
| -3% | -$4.55K | ﹤0.01% | 1445 |
|
|
2023
Q1 | $125K | Sell |
1,735
-1,402
| -45% | -$101K | ﹤0.01% | 1373 |
|
|
2022
Q4 | $221K | Buy |
3,137
+24
| +0.8% | +$1.69K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $207K | Buy |
3,113
+1,840
| +145% | +$122K | ﹤0.01% | 1029 |
|
|
2022
Q2 | $87K | Sell |
1,273
-85
| -6% | -$5.81K | ﹤0.01% | 1372 |
|
|
2022
Q1 | $112K | Sell |
1,358
-10
| -0.7% | -$825 | ﹤0.01% | 1283 |
|
|
2021
Q4 | $123K | Buy |
+1,368
| New | +$123K | ﹤0.01% | 1217 |
|
|
2021
Q2 | $117K | Sell |
1,260
-1,260
| -50% | -$117K | ﹤0.01% | 1078 |
|
|
2021
Q1 | $117K | Hold |
2,520
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q4 | $117K | Hold |
2,520
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q3 | $117K | Hold |
2,520
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q2 | $117K | Hold |
2,520
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q1 | $117K | Hold |
2,520
| – | – | ﹤0.01% | 1078 |
|
|
2019
Q4 | $117K | Hold |
2,520
| – | – | ﹤0.01% | 1078 |
|
|
2019
Q3 | $117K | Hold |
2,520
| – | – | ﹤0.01% | 1078 |
|
|
2019
Q2 | $117K | Hold |
2,520
| – | – | ﹤0.01% | 1078 |
|
|
2019
Q1 | $117K | Buy |
2,520
+2,300
| +1,045% | +$107K | ﹤0.01% | 1078 |
|
|
2018
Q4 | $12K | Hold |
220
| – | – | ﹤0.01% | 1280 |
|
|
2018
Q3 | $15K | Buy |
220
+218
| +10,900% | +$14.9K | ﹤0.01% | 1042 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1785 |
|