Carson Wealth (CWM LLC)’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.2M | Buy |
|
|||||
|
2025
Q2 | $1.72M | Sell |
|
|||||
|
2025
Q1 | $1.65M | Buy |
|
|||||
|
2024
Q4 | $1.47M | Sell |
|
|||||
|
2024
Q3 | $1.66M | Buy |
|
|||||
|
2024
Q2 | $1.52M | Sell |
|
|||||
|
2024
Q1 | $1.56M | Buy |
|
|||||
|
2023
Q4 | $1.23M | Buy |
|
|||||
|
2023
Q3 | $1.06M | Sell |
|
|||||
|
2023
Q2 | $1.16M | Buy |
|
|||||
|
2023
Q1 | $745K | Buy |
|
|||||
|
2022
Q4 | $478K | Sell |
|
|||||
|
2022
Q3 | $503K | Buy |
|
|||||
|
2022
Q2 | $518K | Buy |
|
|||||
|
2022
Q1 | $551K | Sell |
|
|||||
|
2021
Q4 | $718K | Buy |
|
|||||
|
2021
Q2 | $208K | Hold |
|
|||||
|
2021
Q1 | $208K | Hold |
|
|||||
|
2020
Q4 | $208K | Hold |
|
|||||
|
2020
Q3 | $208K | Hold |
|
|||||
|
2020
Q2 | $208K | Hold |
|
|||||
|
2020
Q1 | $208K | Hold |
|
|||||
|
2019
Q4 | $208K | Hold |
|
|||||
|
2019
Q3 | $208K | Hold |
|
|||||
|
2019
Q2 | $208K | Hold |
|
|||||
|
2019
Q1 | $208K | Sell |
|
|||||
|
2018
Q4 | $347K | Buy |
|
|||||
|
2018
Q3 | $398K | Hold |
|
|||||
|
2018
Q2 | $372K | Buy |
|
|||||
|
2018
Q1 | $290K | Hold |
|
|||||
|
2017
Q4 | $294K | Sell |
|
|||||
|
2017
Q3 | $297K | Sell |
|
|||||
|
2017
Q2 | $308K | Hold |
|
|||||
|
2017
Q1 | $300K | Buy |
|
|||||
|
2016
Q4 | $270K | Hold |
|
|||||
|
2016
Q3 | $262K | Buy |
|
|||||
|
2016
Q2 | $61K | Buy |
|