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

Carolinas Wealth Consulting LLC

  • $535 Million
  • Q1 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 409,929 shares of BIV stock, worth $30.7 Million. This represents 5.78% of its overall portfolio holdings.

Number of Shares
409,929
Previous 395,289 3.7%
Holding current value
$30.7 Million
Previous $30.2 Million 2.37%
% of portfolio
5.78%
Previous 4.59%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$72.19 - $76.32 $2.05 Million - $2.16 Million
28,350 Added 238.3%
40,247 $2.99 Million
Q3 2022

Nov 14, 2022
BUY
N/A
11,897 New
11,897 $874,000
Q2 2021

Aug 17, 2021
SELL
N/A
-1,303 Closed
0 $0
Q1 2021

May 17, 2021
BUY
N/A
4 Added 0.31%
1,303 $116,000
Q4 2020

Feb 16, 2021
BUY
N/A
18 Added 1.41%
1,299 $121,000
Q3 2020

Nov 12, 2020
BUY
N/A
7 Added 0.55%
1,281 $120,000
Q2 2020

Aug 13, 2020
BUY
N/A
8 Added 0.63%
1,274 $119,000
Q1 2020

May 11, 2020
BUY
N/A
1,266 New
1,266 $113,000

Others Institutions Holding BIV

# of Institutions
845
Shares Held
143M
Call Options Held
5.3K
Put Options Held
4.5K
View Full List

About VANGUARD BD INDEX FD INC INTER

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