Carolinas Wealth Consulting LLC Vanguard Transaction History
Carolinas Wealth Consulting LLC
- $542 Million
- Q2 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 717 shares of VGSH stock, worth $42,389. This represents 0.01% of its overall portfolio holdings.
Number of Shares
717
Previous 1,178
39.13%
Holding current value
$42,389
Previous $68,000
39.71%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio