Carolinas Wealth Consulting LLC Vanguard S&P Small Cap 600 Val Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,786 shares of VIOV stock, worth $177,689. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,786
Previous 1,776
0.56%
Holding current value
$177,689
Previous $148,000
11.49%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding VIOV
# of Institutions
183Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$43.1 Million3.96% of portfolio
-
Ubs Group Ag343KShares$34.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$30.1 Million0.0% of portfolio
-
One Day In July LLC214KShares$21.3 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$19.3 Million0.01% of portfolio