Carson Wealth (CWM LLC)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9M | Buy |
727,063
+41,450
| +6% | +$2.79M | 0.17% | 114 |
|
|
2025
Q1 | $41.6M | Sell |
685,613
-81,161
| -11% | -$4.92M | 0.17% | 118 |
|
|
2024
Q4 | $44M | Buy |
766,774
+274,003
| +56% | +$15.7M | 0.18% | 99 |
|
|
2024
Q3 | $31M | Sell |
492,771
-2,702
| -0.5% | -$170K | 0.13% | 138 |
|
|
2024
Q2 | $29.1M | Sell |
495,473
-22,902
| -4% | -$1.34M | 0.14% | 140 |
|
|
2024
Q1 | $30.4M | Buy |
518,375
+41,875
| +9% | +$2.46M | 0.15% | 141 |
|
|
2023
Q4 | $26.8M | Buy |
476,500
+89,666
| +23% | +$5.03M | 0.14% | 145 |
|
|
2023
Q3 | $20.1M | Buy |
386,834
+58,162
| +18% | +$3.02M | 0.12% | 153 |
|
|
2023
Q2 | $17.9M | Buy |
328,672
+42,022
| +15% | +$2.29M | 0.11% | 170 |
|
|
2023
Q1 | $15.3M | Buy |
286,650
+49,583
| +21% | +$2.65M | 0.1% | 173 |
|
|
2022
Q4 | $11.9M | Buy |
237,067
+30,465
| +15% | +$1.53M | 0.09% | 182 |
|
|
2022
Q3 | $9.17M | Buy |
206,602
+13,619
| +7% | +$604K | 0.07% | 204 |
|
|
2022
Q2 | $9.64M | Sell |
192,983
-16,637
| -8% | -$831K | 0.07% | 200 |
|
|
2022
Q1 | $12.1M | Buy |
209,620
+44,580
| +27% | +$2.57M | 0.09% | 188 |
|
|
2021
Q4 | $10.1M | Buy |
+165,040
| New | +$10.1M | 0.07% | 208 |
|
|
2021
Q2 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2021
Q1 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2020
Q4 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2020
Q3 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2020
Q2 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2020
Q1 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2019
Q4 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2019
Q3 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2019
Q2 | $4.02M | Hold |
63,410
| – | – | 0.03% | 308 |
|
|
2019
Q1 | $4.02M | Buy |
63,410
+50,864
| +405% | +$3.22M | 0.03% | 308 |
|
|
2018
Q4 | $572K | Buy |
12,546
+3,548
| +39% | +$162K | 0.01% | 434 |
|
|
2018
Q3 | $468K | Buy |
8,998
+1,316
| +17% | +$68.4K | 0.01% | 395 |
|
|
2018
Q2 | $398K | Buy |
7,682
+46
| +0.6% | +$2.38K | 0.01% | 352 |
|
|
2018
Q1 | $415K | Buy |
7,636
+477
| +7% | +$25.9K | 0.02% | 297 |
|
|
2017
Q4 | $392K | Buy |
7,159
+2,380
| +50% | +$130K | 0.02% | 284 |
|
|
2017
Q3 | $252K | Buy |
4,779
+3,026
| +173% | +$160K | 0.01% | 305 |
|
|
2017
Q2 | $88K | Sell |
1,753
-220
| -11% | -$11K | ﹤0.01% | 398 |
|
|
2017
Q1 | $94K | Sell |
1,973
-50
| -2% | -$2.38K | 0.01% | 368 |
|
|
2016
Q4 | $89K | Buy |
2,023
+723
| +56% | +$31.8K | 0.01% | 368 |
|
|
2016
Q3 | $59K | Buy |
+1,300
| New | +$59K | ﹤0.01% | 396 |
|
|
2016
Q2 | – | Sell |
-162
| Closed | -$7K | – | 862 |
|
|
2016
Q1 | $7K | Buy |
162
+36
| +29% | +$1.56K | ﹤0.01% | 569 |
|
|
2015
Q4 | $5K | Buy |
+126
| New | +$5K | ﹤0.01% | 527 |
|