Carson Wealth (CWM LLC)’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
3,944
-2,010
| -34% | -$220K | ﹤0.01% | 1653 |
|
|
2025
Q1 | $583K | Buy |
5,954
+305
| +5% | +$29.9K | ﹤0.01% | 1392 |
|
|
2024
Q4 | $593K | Buy |
5,649
+9
| +0.2% | +$945 | ﹤0.01% | 1312 |
|
|
2024
Q3 | $573K | Buy |
5,640
+289
| +5% | +$29.4K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $517K | Buy |
5,351
+10
| +0.2% | +$966 | ﹤0.01% | 1181 |
|
|
2024
Q1 | $498K | Buy |
5,341
+248
| +5% | +$23.1K | ﹤0.01% | 1144 |
|
|
2023
Q4 | $433K | Buy |
5,093
+654
| +15% | +$55.6K | ﹤0.01% | 1113 |
|
|
2023
Q3 | $334K | Buy |
4,439
+12
| +0.3% | +$903 | ﹤0.01% | 1119 |
|
|
2023
Q2 | $347K | Sell |
4,427
-1,510
| -25% | -$118K | ﹤0.01% | 1058 |
|
|
2023
Q1 | $426K | Sell |
5,937
-1,032
| -15% | -$74.1K | ﹤0.01% | 937 |
|
|
2022
Q4 | $459K | Buy |
6,969
+6,827
| +4,808% | +$450K | ﹤0.01% | 834 |
|
|
2022
Q3 | $9K | Hold |
142
| – | – | ﹤0.01% | 2738 |
|
|
2022
Q2 | $9K | Sell |
142
-2
| -1% | -$127 | ﹤0.01% | 2624 |
|
|
2022
Q1 | $12K | Buy |
144
+24
| +20% | +$2K | ﹤0.01% | 2364 |
|
|
2021
Q4 | $11K | Buy |
+120
| New | +$11K | ﹤0.01% | 2290 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2908 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2978 |
|