Carson Wealth (CWM LLC)’s Vanguard ESG International Stock ETF VSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $815K | Buy |
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|
2025
Q2 | $767K | Buy |
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|
2025
Q1 | $686K | Sell |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $667K | Sell |
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|
2024
Q1 | $726K | Buy |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $63K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $119K | Hold |
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|
2022
Q1 | $139K | Sell |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q2 | $105K | Hold |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $105K | Hold |
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|
2020
Q2 | $105K | Hold |
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|
2020
Q1 | $105K | Hold |
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|
2019
Q4 | $105K | Hold |
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|
2019
Q3 | $105K | Hold |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $105K | Buy |
|