Carolinas Wealth Consulting LLC Vanguard Financial ETF Transaction History

Carolinas Wealth Consulting LLC

  • $535 Million
  • Q1 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 154 shares of VFH stock, worth $15,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares
154
Previous 234 34.19%
Holding current value
$15,517
Previous $21,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
SELL
$90.62 - $102.39 $7,249 - $8,191
-80 Reduced 34.19%
154 $15,000
Q4 2023

Feb 13, 2024
BUY
$75.97 - $92.67 $6,229 - $7,598
82 Added 53.95%
234 $21,000
Q3 2023

Nov 14, 2023
SELL
$80.32 - $86.71 $34,457 - $37,198
-429 Reduced 73.84%
152 $12,000
Q1 2023

May 15, 2023
SELL
$74.95 - $90.64 $11,692 - $14,139
-156 Reduced 21.17%
581 $45,000
Q4 2022

Feb 14, 2023
BUY
$80.86 - $88.6 $566 - $620
7 Added 0.96%
737 $60,000
Q3 2022

Nov 14, 2022
SELL
N/A
-613 Reduced 45.64%
730 $55,000
Q2 2022

Aug 16, 2022
BUY
N/A
3 Added 0.22%
1,343 $104,000
Q1 2022

May 17, 2022
SELL
N/A
-88 Reduced 6.16%
1,340 $125,000
Q4 2021

Feb 14, 2022
BUY
N/A
160 Added 12.62%
1,428 $138,000
Q2 2021

Aug 17, 2021
BUY
N/A
610 Added 92.71%
1,268 $115,000
Q1 2021

May 17, 2021
BUY
N/A
197 Added 42.73%
658 $56,000
Q4 2020

Feb 16, 2021
SELL
N/A
-261 Reduced 36.15%
461 $34,000
Q3 2020

Nov 12, 2020
SELL
N/A
-1,688 Reduced 70.04%
722 $42,000
Q2 2020

Aug 13, 2020
SELL
N/A
-528 Reduced 17.97%
2,410 $138,000
Q1 2020

May 11, 2020
BUY
N/A
1,179 Added 67.03%
2,938 $149,000
Q4 2019

Feb 14, 2020
BUY
N/A
1,759 New
1,759 $131,000

Others Institutions Holding VFH

# of Institutions
666
Shares Held
48.3M
Call Options Held
85.1K
Put Options Held
15.3K
View Full List

About VANGUARD FINANCIAL ETF

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