Carson Wealth (CWM LLC)’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249M | Sell |
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|
2025
Q2 | $233M | Buy |
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|
2025
Q1 | $197M | Buy |
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|
2024
Q4 | $176M | Buy |
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|
2024
Q3 | $164M | Sell |
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|
2024
Q2 | $162M | Buy |
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|
2024
Q1 | $146M | Buy |
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|
2023
Q4 | $112M | Buy |
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|
2023
Q3 | $93.7M | Buy |
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|
2023
Q2 | $96.8M | Buy |
|
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|
2023
Q1 | $79.7M | Buy |
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|
2022
Q4 | $67.2M | Sell |
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|
2022
Q3 | $73.5M | Buy |
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|
2022
Q2 | $76M | Sell |
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|
2022
Q1 | $109M | Buy |
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|
2021
Q4 | $108M | Buy |
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|
2021
Q2 | $88.5M | Hold |
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|
2021
Q1 | $88.5M | Hold |
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|
2020
Q4 | $88.5M | Hold |
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|
2020
Q3 | $88.5M | Hold |
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|
2020
Q2 | $88.5M | Hold |
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|
2020
Q1 | $88.5M | Hold |
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|
2019
Q4 | $88.5M | Hold |
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|
2019
Q3 | $88.5M | Hold |
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|
2019
Q2 | $88.5M | Hold |
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|
2019
Q1 | $88.5M | Buy |
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|
2018
Q4 | $2.77M | Buy |
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|
2018
Q3 | $1.63M | Buy |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $965K | Buy |
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|
2017
Q4 | $805K | Buy |
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|
2017
Q3 | $592K | Buy |
|
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|
2017
Q2 | $520K | Sell |
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|
2017
Q1 | $717K | Buy |
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|
2016
Q4 | $116K | Hold |
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|
2016
Q3 | $117K | Buy |
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|
2016
Q2 | $62K | Buy |
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|
2016
Q1 | $44K | Sell |
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|
2015
Q4 | $156K | Sell |
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|
2015
Q3 | $266K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $7K | Buy |
|