Carson Wealth (CWM LLC)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Buy |
138,033
+2,196
| +2% | +$109K | 0.02% | 504 |
|
|
2025
Q1 | $6.15M | Buy |
135,837
+90,417
| +199% | +$4.09M | 0.02% | 462 |
|
|
2024
Q4 | $2M | Buy |
45,420
+6,330
| +16% | +$279K | 0.01% | 781 |
|
|
2024
Q3 | $1.87M | Sell |
39,090
-14,303
| -27% | -$684K | 0.01% | 734 |
|
|
2024
Q2 | $2.34M | Sell |
53,393
-1,679
| -3% | -$73.5K | 0.01% | 604 |
|
|
2024
Q1 | $2.3M | Buy |
55,072
+12,227
| +29% | +$511K | 0.01% | 588 |
|
|
2023
Q4 | $1.76M | Buy |
42,845
+3,479
| +9% | +$143K | 0.01% | 605 |
|
|
2023
Q3 | $1.54M | Sell |
39,366
-13,990
| -26% | -$549K | 0.01% | 607 |
|
|
2023
Q2 | $2.17M | Buy |
53,356
+20,116
| +61% | +$818K | 0.01% | 500 |
|
|
2023
Q1 | $1.34M | Buy |
33,240
+4,778
| +17% | +$193K | 0.01% | 569 |
|
|
2022
Q4 | $1.11M | Sell |
28,462
-3,153
| -10% | -$123K | 0.01% | 581 |
|
|
2022
Q3 | $1.15M | Sell |
31,615
-1,138
| -3% | -$41.5K | 0.01% | 527 |
|
|
2022
Q2 | $1.36M | Sell |
32,753
-31
| -0.1% | -$1.29K | 0.01% | 486 |
|
|
2022
Q1 | $1.51M | Buy |
32,784
+2,859
| +10% | +$132K | 0.01% | 460 |
|
|
2021
Q4 | $1.48M | Buy |
+29,925
| New | +$1.48M | 0.01% | 498 |
|
|
2021
Q2 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2021
Q1 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2020
Q4 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2020
Q3 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2020
Q2 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2020
Q1 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2019
Q4 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2019
Q3 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2019
Q2 | $1.66M | Hold |
30,526
| – | – | 0.01% | 480 |
|
|
2019
Q1 | $1.66M | Sell |
30,526
-22,481
| -42% | -$1.22M | 0.01% | 480 |
|
|
2018
Q4 | $2.02M | Buy |
53,007
+19,979
| +60% | +$761K | 0.05% | 284 |
|
|
2018
Q3 | $1.35M | Buy |
33,028
+13,540
| +69% | +$555K | 0.03% | 285 |
|
|
2018
Q2 | $822K | Sell |
19,488
-3,145
| -14% | -$133K | 0.03% | 287 |
|
|
2018
Q1 | $1.06M | Sell |
22,633
-19,742
| -47% | -$927K | 0.04% | 223 |
|
|
2017
Q4 | $1.95M | Sell |
42,375
-198,545
| -82% | -$9.11M | 0.09% | 169 |
|
|
2017
Q3 | $10.5M | Buy |
240,920
+12,366
| +5% | +$539K | 0.5% | 55 |
|
|
2017
Q2 | $9.33M | Buy |
228,554
+98,659
| +76% | +$4.03M | 0.48% | 54 |
|
|
2017
Q1 | $5.16M | Sell |
129,895
-14,135
| -10% | -$561K | 0.29% | 80 |
|
|
2016
Q4 | $5.15M | Buy |
144,030
+40,060
| +39% | +$1.43M | 0.32% | 88 |
|
|
2016
Q3 | $3.91M | Sell |
103,970
-10,688
| -9% | -$402K | 0.27% | 105 |
|
|
2016
Q2 | $4.04M | Buy |
114,658
+85,034
| +287% | +$3M | 0.29% | 105 |
|
|
2016
Q1 | $1.02M | Sell |
29,624
-1,445
| -5% | -$49.9K | 0.09% | 155 |
|
|
2015
Q4 | $1.02M | Sell |
31,069
-6,833
| -18% | -$223K | 0.1% | 150 |
|
|
2015
Q3 | $1.25M | Buy |
37,902
+10,501
| +38% | +$347K | 0.13% | 133 |
|
|
2015
Q2 | $1.12M | Buy |
27,401
+3,028
| +12% | +$124K | 0.11% | 130 |
|
|
2015
Q1 | $996K | Buy |
+24,373
| New | +$996K | 0.1% | 134 |
|
|
2014
Q1 | – | Sell |
-1,295
| Closed | -$50K | – | 444 |
|
|
2013
Q4 | $50K | Buy |
1,295
+972
| +301% | +$37.5K | 0.01% | 243 |
|
|
2013
Q3 | $13K | Buy |
+323
| New | +$13K | ﹤0.01% | 305 |
|