Carson Advisory Inc. Vanguard World Fd Esg Intl Stk Transaction History

Carson Advisory Inc.

$138 Million
Q1 2025

A detailed history of Carson Advisory Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Carson Advisory Inc. holds 4,000 shares of VSGX stock, worth $266,440. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,000

Previous 4,200 4.76%

Holding current value

$266,440

Previous $238,000 1.26%

% of portfolio

0.17%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$55.47 - $61.45 $11,094 - $12,290	-200 Reduced 4.76%	4,000 $235,000
Q2 2024 Aug 07, 2024	SELL	$54.72 - $58.75 $27,360 - $29,375	-500 Reduced 10.64%	4,200 $240,000
Q1 2024 May 03, 2024	SELL	$53.19 - $57.84 $21,276 - $23,136	-400 Reduced 7.84%	4,700 $270,000
Q4 2023 Feb 06, 2024	SELL	$48.05 - $55.28 $4,805 - $5,528	-100 Reduced 1.92%	5,100 $281,000
Q2 2023 Jul 28, 2023	BUY	$51.68 - $54.7 $268,736 - $284,440	5,200 New	5,200 $276,000
Q4 2022 Feb 08, 2023	SELL	$43.1 - $51.11 $40,945 - $48,554	-950 Reduced 15.45%	5,200 $255,000
Q3 2022 Nov 07, 2022	SELL	$43.44 - $51.83 $13,032 - $15,549	-300 Reduced 4.65%	6,150 $267,000
Q1 2022 May 03, 2022	SELL	$53.11 - $62.8 $10,622 - $12,560	-200 Reduced 3.01%	6,450 $369,000
Q4 2021 Feb 08, 2022	BUY	$60.05 - $64.51 $399,332 - $428,991	6,650 New	6,650 $412,000

Others Institutions Holding VSGX

# of Institutions

396

Shares Held

20M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Carson Advisory Inc. Vanguard World Fd Esg Intl Stk Transaction History