Carolinas Wealth Consulting LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,946 shares of IVOO stock, worth $207,716. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,946
Previous 1,946 -0.0%
Holding current value
$207,716
Previous $192,000 6.77%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$90.9 - $103.01 $176,891 - $200,457
1,946 New
1,946 $200,000
Q4 2022

Feb 14, 2023
BUY
$75.71 - $174.3 $75 - $174
1 Added 1.85%
55 $8,000
Q2 2022

Aug 16, 2022
SELL
$74.48 - $91.47 $22,865 - $28,081
-307 Reduced 85.04%
54 $8,000
Q1 2022

May 17, 2022
BUY
$85.0 - $96.56 $85 - $96
1 Added 0.28%
361 $66,000
Q4 2021

Feb 14, 2022
BUY
$89.97 - $98.34 $179 - $196
2 Added 0.56%
360 $69,000
Q2 2021

Aug 17, 2021
BUY
$88.32 - $93.52 $88 - $93
1 Added 0.28%
358 $65,000
Q1 2021

May 17, 2021
BUY
$76.54 - $90.63 $27,324 - $32,354
357 New
357 $63,000
Q4 2020

Feb 16, 2021
SELL
$63.55 - $78.08 $3,304 - $4,060
-52 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
$45.16 - $65.83 $114,932 - $167,537
-2,545 Reduced 98.0%
52 $6,000
Q1 2020

May 11, 2020
SELL
$40.9 - $71.08 $29,202 - $50,751
-714 Reduced 21.56%
2,597 $252,000
Q4 2019

Feb 14, 2020
BUY
$62.78 - $69.63 $207,864 - $230,544
3,311 New
3,311 $455,000

Others Institutions Holding IVOO

# of Institutions
270
Shares Held
10.4M
Call Options Held
3.5K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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