Carbahal Olsen Financial Services Group, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Carbahal Olsen Financial Services Group, LLC opened 2 positions, added to 5, reduced 8, sold out of 0 and left 1 unchanged. The largest increase in value was IVV (+$4,871,236); the largest decrease was RWL (+$22,796).
- VUG: Country of operation —; Class GROWTH ETF; Shares 2026-03-31 0; Shares 2026-06-30 2,712.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 0; Shares 2026-06-30 605.
Two Form 13F-HR filings compared (SEC CIK 2052538): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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