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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$57.55 - $58.0 $26,530 - $26,738
-461 Reduced 39.13%
717 $41,000
Q1 2024

May 14, 2024

SELL
$57.88 - $58.54 $135,612 - $137,159
-2,343 Reduced 66.54%
1,178 $68,000
Q4 2023

Feb 13, 2024

SELL
$57.34 - $58.41 $28,842 - $29,380
-503 Reduced 12.5%
3,521 $205,000
Q3 2023

Nov 14, 2023

SELL
$57.47 - $57.91 $5.85 Million - $5.89 Million
-101,784 Reduced 96.2%
4,024 $231,000
Q2 2023

Aug 14, 2023

SELL
$57.72 - $58.69 $359,249 - $365,286
-6,224 Reduced 5.56%
105,808 $6.11 Million
Q1 2023

May 15, 2023

BUY
$57.32 - $58.77 $6.16 Million - $6.31 Million
107,381 Added 2308.77%
112,032 $6.56 Million
Q4 2022

Feb 14, 2023

SELL
$57.38 - $58.13 $14,345 - $14,532
-250 Reduced 5.1%
4,651 $268,000
Q3 2022

Nov 14, 2022

BUY
$57.67 - $59.08 $45,443 - $46,555
788 Added 19.16%
4,901 $283,000
Q2 2022

Aug 16, 2022

SELL
$58.29 - $59.37 $7,402 - $7,539
-127 Reduced 3.0%
4,113 $242,000
Q1 2022

May 17, 2022

BUY
$59.19 - $60.79 $14,619 - $15,015
247 Added 6.19%
4,240 $251,000
Q4 2021

Feb 14, 2022

SELL
$60.79 - $61.43 $21,702 - $21,930
-357 Reduced 8.21%
3,993 $243,000
Q3 2021

Nov 15, 2021

BUY
$61.39 - $61.54 $306 - $307
5 Added 0.12%
4,350 $267,000
Q2 2021

Aug 17, 2021

SELL
$61.41 - $61.64 $34,696 - $34,826
-565 Reduced 11.51%
4,345 $267,000
Q1 2021

May 17, 2021

SELL
$61.49 - $61.63 $432,213 - $433,197
-7,029 Reduced 58.87%
4,910 $302,000
Q4 2020

Feb 16, 2021

BUY
$61.6 - $62.06 $447,462 - $450,803
7,264 Added 155.38%
11,939 $735,000
Q3 2020

Nov 12, 2020

BUY
$62.07 - $62.21 $141,333 - $141,652
2,277 Added 94.95%
4,675 $290,000
Q2 2020

Aug 13, 2020

SELL
$62.08 - $62.28 $7,884 - $7,909
-127 Reduced 5.03%
2,398 $149,000
Q1 2020

May 11, 2020

BUY
$60.83 - $62.34 $153,595 - $157,408
2,525 New
2,525 $157,000

Others Institutions Holding VGSH

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