Carson Wealth (CWM LLC)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.81M | Buy |
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|
2025
Q2 | $6.83M | Buy |
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|
2025
Q1 | $6.15M | Buy |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q2 | $1.66M | Hold |
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|
2021
Q1 | $1.66M | Hold |
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|
2020
Q4 | $1.66M | Hold |
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|
2020
Q3 | $1.66M | Hold |
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|
2020
Q2 | $1.66M | Hold |
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|
2020
Q1 | $1.66M | Hold |
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|
2019
Q4 | $1.66M | Hold |
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|
2019
Q3 | $1.66M | Hold |
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|
2019
Q2 | $1.66M | Hold |
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|
2019
Q1 | $1.66M | Sell |
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|
2018
Q4 | $2.02M | Buy |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $822K | Sell |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.95M | Sell |
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|
2017
Q3 | $10.5M | Buy |
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|
2017
Q2 | $9.33M | Buy |
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|
2017
Q1 | $5.16M | Sell |
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|
2016
Q4 | $5.15M | Buy |
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|
2016
Q3 | $3.91M | Sell |
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|
2016
Q2 | $4.04M | Buy |
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|
2016
Q1 | $1.02M | Sell |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $1.25M | Buy |
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|
2015
Q2 | $1.12M | Buy |
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|
2015
Q1 | $996K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $50K | Buy |
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|
2013
Q3 | $13K | Buy |
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