Carson Wealth (CWM LLC)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $451K | Buy |
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|
2025
Q2 | $383K | Sell |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $198K | Buy |
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|
2023
Q3 | $78K | Sell |
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|
2023
Q2 | $83K | Buy |
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|
2023
Q1 | $82K | Sell |
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|
2022
Q4 | $78K | Sell |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $170K | Buy |
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|
2021
Q2 | $151K | Hold |
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|
2021
Q1 | $151K | Hold |
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|
2020
Q4 | $151K | Hold |
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|
2020
Q3 | $151K | Hold |
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|
2020
Q2 | $151K | Hold |
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|
2020
Q1 | $151K | Hold |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $151K | Hold |
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|
2019
Q2 | $151K | Hold |
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|
2019
Q1 | $151K | Buy |
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|
2018
Q4 | $29K | Sell |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $0 | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $12K | Buy |
|