Carson Wealth (CWM LLC)’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
11,706
+71
| +0.6% | +$4.65K | ﹤0.01% | 1397 |
|
|
2025
Q1 | $686K | Sell |
11,635
-4
| -0% | -$236 | ﹤0.01% | 1327 |
|
|
2024
Q4 | $660K | Sell |
11,639
-48
| -0.4% | -$2.72K | ﹤0.01% | 1272 |
|
|
2024
Q3 | $719K | Buy |
11,687
+45
| +0.4% | +$2.77K | ﹤0.01% | 1177 |
|
|
2024
Q2 | $667K | Sell |
11,642
-990
| -8% | -$56.7K | ﹤0.01% | 1084 |
|
|
2024
Q1 | $726K | Buy |
12,632
+1,066
| +9% | +$61.3K | ﹤0.01% | 988 |
|
|
2023
Q4 | $639K | Buy |
11,566
+7,169
| +163% | +$396K | ﹤0.01% | 971 |
|
|
2023
Q3 | $222K | Sell |
4,397
-639
| -13% | -$32.3K | ﹤0.01% | 1268 |
|
|
2023
Q2 | $267K | Buy |
5,036
+3,834
| +319% | +$203K | ﹤0.01% | 1154 |
|
|
2023
Q1 | $63K | Buy |
+1,202
| New | +$63K | ﹤0.01% | 1745 |
|
|
2022
Q3 | – | Sell |
-2,423
| Closed | -$119K | – | 4189 |
|
|
2022
Q2 | $119K | Hold |
2,423
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q1 | $139K | Sell |
2,423
-1,000
| -29% | -$57.4K | ﹤0.01% | 1195 |
|
|
2021
Q4 | $212K | Buy |
+3,423
| New | +$212K | ﹤0.01% | 1001 |
|
|
2021
Q2 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q4 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q3 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q2 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q1 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q4 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q3 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q2 | $105K | Hold |
1,641
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q1 | $105K | Buy |
+1,641
| New | +$105K | ﹤0.01% | 1116 |
|