Carolinas Wealth Consulting LLC Vanguard Bd Index Fd Inc Inter Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 405,187 shares of BIV stock, worth $31 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares

405,187

Previous 406,866 0.41%

Holding current value

$31 Million

Previous $31.9 Million 5.04%

% of portfolio

5.44%

Previous 5.52%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	SELL	$74.5 - $78.37 $125,085 - $131,583	-1,679 Reduced 0.41%	405,187 $30.3 Million
Q3 2024 Nov 12, 2024	SELL	$74.26 - $78.84 $594 - $630	-8 Reduced -0.0%	406,866 $31.9 Million
Q2 2024 Aug 12, 2024	SELL	$73.13 - $75.43 $223,412 - $230,438	-3,055 Reduced 0.75%	406,874 $30.5 Million
Q1 2024 May 14, 2024	BUY	$74.51 - $76.61 $1.09 Million - $1.12 Million	14,640 Added 3.7%	409,929 $30.9 Million
Q4 2023 Feb 13, 2024	BUY	$70.49 - $76.74 $4.61 Million - $5.02 Million	65,359 Added 19.81%	395,289 $30.2 Million
Q3 2023 Nov 14, 2023	BUY	$72.11 - $75.67 $11.7 Million - $12.2 Million	161,690 Added 96.11%	329,930 $23.9 Million
Q2 2023 Aug 14, 2023	BUY	$74.96 - $77.47 $8.27 Million - $8.55 Million	110,327 Added 190.5%	168,240 $12.7 Million
Q1 2023 May 15, 2023	BUY	$73.57 - $77.31 $1.3 Million - $1.37 Million	17,666 Added 43.89%	57,913 $4.44 Million
Q4 2022 Feb 14, 2023	BUY	$71.64 - $76.32 $2.03 Million - $2.16 Million	28,350 Added 238.3%	40,247 $2.99 Million
Q3 2022 Nov 14, 2022	BUY	$72.72 - $79.93 $865,149 - $950,927	11,897 New	11,897 $874,000
Q2 2021 Aug 17, 2021	SELL	$88.27 - $90.15 $115,015 - $117,465	-1,303 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$88.61 - $92.83 $354 - $371	4 Added 0.31%	1,303 $116,000
Q4 2020 Feb 16, 2021	BUY	$92.55 - $93.62 $1,665 - $1,685	18 Added 1.41%	1,299 $121,000
Q3 2020 Nov 12, 2020	BUY	$93.08 - $94.37 $651 - $660	7 Added 0.55%	1,281 $120,000
Q2 2020 Aug 13, 2020	BUY	$88.97 - $93.19 $711 - $745	8 Added 0.63%	1,274 $119,000
Q1 2020 May 11, 2020	BUY	$83.77 - $92.22 $106,052 - $116,750	1,266 New	1,266 $113,000

Others Institutions Holding BIV

# of Institutions

994

Shares Held

183M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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Carolinas Wealth Consulting LLC Vanguard Bd Index Fd Inc Inter Transaction History