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

Carolina Wealth Advisors, LLC

  • $196 Million
  • Q2 2025

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 353,977 shares of BLV stock, worth $24.4 Million. This represents 12.58% of its overall portfolio holdings.

Number of Shares
353,977
Previous 377,724 6.29%
Holding current value
$24.4 Million
Previous $26.6 Million 7.46%
% of portfolio
12.58%
Previous 14.9%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$66.5 - $71.25 $1.58 Million - $1.69 Million
-23,747 Reduced 6.29%
353,977 $24.6 Million
Q1 2025

Apr 24, 2025
BUY
$66.9 - $71.57 $1.31 Million - $1.4 Million
19,512 Added 5.45%
377,724 $26.6 Million
Q4 2024

Jan 14, 2025
BUY
$68.25 - $75.42 $20,406 - $22,550
299 Added 0.08%
358,212 $24.5 Million
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
406
Shares Held
48.8M
Call Options Held
70.4K
Put Options Held
11.5K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
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