Carolina Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History

Carolina Wealth Advisors, LLC

  • $189 Million
  • Q3 2024

A detailed history of Carolina Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 357,913 shares of BLV stock, worth $24.6 Million. This represents 14.2% of its overall portfolio holdings.

Number of Shares
357,913
Previous 366,245 2.27%
Holding current value
$24.6 Million
Previous $25.7 Million 4.51%
% of portfolio
14.2%
Previous 13.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$69.16 - $76.64 $576,241 - $638,564
-8,332 Reduced 2.27%
357,913 $26.9 Million
Q2 2024

Jul 12, 2024
BUY
$67.85 - $72.06 $1.57 Million - $1.67 Million
23,210 Added 6.77%
366,245 $25.7 Million
Q1 2024

Apr 05, 2024
BUY
$70.55 - $74.4 $1.64 Million - $1.73 Million
23,299 Added 7.29%
343,035 $24.8 Million
Q4 2023

Jan 23, 2024
BUY
$63.1 - $75.48 $139,892 - $167,339
2,217 Added 0.7%
319,736 $23.8 Million
Q3 2023

Oct 17, 2023
BUY
$66.98 - $75.19 $2.08 Million - $2.33 Million
31,050 Added 10.84%
317,519 $21.3 Million
Q2 2023

Jul 17, 2023
SELL
$72.8 - $77.78 $52,561 - $56,157
-722 Reduced 0.25%
286,469 $21.5 Million
Q1 2023

Apr 14, 2023
BUY
$72.23 - $78.61 $851,591 - $926,811
11,790 Added 4.28%
287,191 $22 Million
Q4 2022

Jan 10, 2023
BUY
$66.85 - $78.06 $18.4 Million - $21.5 Million
275,401 New
275,401 $20 Million

Others Institutions Holding BLV

# of Institutions
386
Shares Held
42.4M
Call Options Held
27.4K
Put Options Held
158K
View Full List

About VANGUARD BD INDEX FD INC LONG

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