Carson Wealth (CWM LLC)’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
6,032
-377
| -6% | -$108K | 0.01% | 1002 |
|
|
2025
Q1 | $1.65M | Buy |
6,409
+965
| +18% | +$248K | 0.01% | 899 |
|
|
2024
Q4 | $1.47M | Sell |
5,444
-862
| -14% | -$232K | 0.01% | 907 |
|
|
2024
Q3 | $1.66M | Buy |
6,306
+221
| +4% | +$58.2K | 0.01% | 783 |
|
|
2024
Q2 | $1.52M | Sell |
6,085
-406
| -6% | -$101K | 0.01% | 722 |
|
|
2024
Q1 | $1.56M | Buy |
6,491
+874
| +16% | +$210K | 0.01% | 693 |
|
|
2023
Q4 | $1.23M | Buy |
5,617
+195
| +4% | +$42.5K | 0.01% | 726 |
|
|
2023
Q3 | $1.06M | Sell |
5,422
-277
| -5% | -$54.2K | 0.01% | 727 |
|
|
2023
Q2 | $1.16M | Buy |
5,699
+1,709
| +43% | +$346K | 0.01% | 667 |
|
|
2023
Q1 | $745K | Buy |
3,990
+1,248
| +46% | +$233K | 0.01% | 753 |
|
|
2022
Q4 | $478K | Sell |
2,742
-331
| -11% | -$57.7K | ﹤0.01% | 823 |
|
|
2022
Q3 | $503K | Buy |
3,073
+68
| +2% | +$11.1K | ﹤0.01% | 745 |
|
|
2022
Q2 | $518K | Buy |
3,005
+362
| +14% | +$62.4K | ﹤0.01% | 723 |
|
|
2022
Q1 | $551K | Sell |
2,643
-607
| -19% | -$127K | ﹤0.01% | 700 |
|
|
2021
Q4 | $718K | Buy |
+3,250
| New | +$718K | 0.01% | 641 |
|
|
2021
Q2 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2021
Q1 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2020
Q4 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2020
Q3 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2020
Q2 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2020
Q1 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2019
Q4 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2019
Q3 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2019
Q2 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 891 |
|
|
2019
Q1 | $208K | Sell |
1,039
-1,981
| -66% | -$397K | ﹤0.01% | 891 |
|
|
2018
Q4 | $347K | Buy |
3,020
+37
| +1% | +$4.25K | 0.01% | 499 |
|
|
2018
Q3 | $398K | Hold |
2,983
| – | – | 0.01% | 409 |
|
|
2018
Q2 | $372K | Buy |
2,983
+587
| +24% | +$73.2K | 0.01% | 357 |
|
|
2018
Q1 | $290K | Hold |
2,396
| – | – | 0.01% | 331 |
|
|
2017
Q4 | $294K | Sell |
2,396
-177
| -7% | -$21.7K | 0.01% | 313 |
|
|
2017
Q3 | $297K | Sell |
2,573
-200
| -7% | -$23.1K | 0.01% | 294 |
|
|
2017
Q2 | $308K | Hold |
2,773
| – | – | 0.02% | 276 |
|
|
2017
Q1 | $300K | Buy |
2,773
+131
| +5% | +$14.2K | 0.02% | 261 |
|
|
2016
Q4 | $270K | Hold |
2,642
| – | – | 0.02% | 252 |
|
|
2016
Q3 | $262K | Buy |
2,642
+2,007
| +316% | +$199K | 0.02% | 237 |
|
|
2016
Q2 | $61K | Buy |
+635
| New | +$61K | ﹤0.01% | 357 |
|