Carson Wealth (CWM LLC)’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-252	Closed	-$1K	–	4391
2022 Q4	$1K	Sell	252 -597	-70%	-$2.37K	﹤0.01%	3888
2022 Q3	$2K	Buy	+849	New	+$2K	﹤0.01%	3563