Carolinas Wealth Consulting LLC Vanguard Total World Stk Index Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,476 shares of VT stock, worth $174,935. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,476
Previous 1,387 6.42%
Holding current value
$174,935
Previous $156,000 12.82%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$107.72 - $119.96 $9,587 - $10,676
89 Added 6.42%
1,476 $176,000
Q2 2024

Aug 12, 2024
BUY
$104.94 - $113.51 $104 - $113
1 Added 0.07%
1,387 $156,000
Q1 2024

May 14, 2024
BUY
$100.68 - $110.5 $120,916 - $132,710
1,201 Added 649.19%
1,386 $153,000
Q3 2023

Nov 14, 2023
SELL
$92.79 - $100.59 $278 - $301
-3 Reduced 1.6%
185 $17,000
Q1 2023

May 15, 2023
BUY
$86.24 - $94.55 $86 - $94
1 Added 0.53%
188 $17,000
Q4 2022

Feb 14, 2023
BUY
$78.67 - $91.07 $5,349 - $6,192
68 Added 57.14%
187 $16,000
Q3 2022

Nov 14, 2022
BUY
$78.88 - $94.48 $78 - $94
1 Added 0.85%
119 $9,000
Q1 2022

May 17, 2022
BUY
$93.8 - $108.09 $93 - $108
1 Added 0.85%
118 $12,000
Q3 2021

Nov 15, 2021
BUY
$101.52 - $107.65 $101 - $107
1 Added 0.86%
117 $12,000
Q1 2021

May 17, 2021
SELL
$92.05 - $98.71 $75,481 - $80,942
-820 Reduced 87.61%
116 $11,000
Q4 2020

Feb 16, 2021
SELL
$78.99 - $92.58 $5,213 - $6,110
-66 Reduced 6.59%
936 $87,000
Q3 2020

Nov 12, 2020
SELL
$75.3 - $85.07 $2,861 - $3,232
-38 Reduced 3.65%
1,002 $81,000
Q2 2020

Aug 13, 2020
SELL
$60.03 - $78.43 $12,546 - $16,391
-209 Reduced 16.73%
1,040 $78,000
Q1 2020

May 11, 2020
BUY
$54.48 - $83.17 $68,045 - $103,879
1,249 New
1,249 $78,000

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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