Carson Wealth (CWM LLC)’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252K | Buy |
3,682
+440
| +14% | +$29.7K | ﹤0.01% | 2530 |
|
|
2025
Q4 | $177K | Buy |
3,242
+2,205
| +213% | +$124K | ﹤0.01% | 2668 |
|
|
2025
Q3 | $60K | Buy |
1,037
+678
| +189% | +$36.2K | ﹤0.01% | 3385 |
|
|
2025
Q2 | $17K | Sell |
359
-631
| -64% | -$30K | ﹤0.01% | 4024 |
|
|
2025
Q1 | $49K | Buy |
990
+698
| +239% | +$34.2K | ﹤0.01% | 3019 |
|
|
2024
Q4 | $14K | Buy |
292
+79
| +37% | +$4.69K | ﹤0.01% | 3692 |
|
|
2024
Q3 | $12K | Sell |
213
-26
| -11% | -$1.32K | ﹤0.01% | 3708 |
|
|
2024
Q2 | $11K | Buy |
239
+60
| +34% | +$2.84K | ﹤0.01% | 3508 |
|
|
2024
Q1 | $8K | Buy |
179
+148
| +477% | +$6.05K | ﹤0.01% | 3478 |
|
|
2023
Q4 | $1K | Buy |
31
+3
| +11% | +$141 | ﹤0.01% | 4062 |
|
|
2023
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 4101 |
|
|
2023
Q2 | $1K | Buy |
28
+3
| +12% | +$131 | ﹤0.01% | 4095 |
|
|
2023
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 3957 |
|
|
2022
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 3874 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 3794 |
|
|
2022
Q2 | $1K | Sell |
25
-120
| -83% | -$4.25K | ﹤0.01% | 3672 |
|
|
2022
Q1 | $5K | Buy |
145
+120
| +480% | +$5.13K | ﹤0.01% | 2884 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1.19K | ﹤0.01% | 3399 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2865 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2864 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2864 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2861 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2861 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2859 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2859 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2859 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2859 |
|
|
2019
Q1 | $1K | Buy |
+25
| New | +$646 | ﹤0.01% | 2857 |
|
|
2018
Q3 | – | Sell |
-2
| Closed | – | – | 2009 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1790 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1549 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1596 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1571 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1327 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1330 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1193 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1073 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | +$48 | ﹤0.01% | 870 |
|
Other funds holding VVX
AL
RP
VCM
OAM
