Carolina Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Carolina Wealth Advisors, LLC
- $213 Million
- Q4 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 9,954 shares of BLV stock, worth $698,671. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,954
Previous 10,655
6.58%
Holding current value
$698,671
Previous $754,000
7.43%
% of portfolio
0.33%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding BLV
# of Institutions
432Shares Held
48.5MCall Options Held
76.2KPut Options Held
12.9K-
Envestnet Asset Management Inc10.7MShares$749 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.99MShares$210 Million0.07% of portfolio
-
Lincoln National Corp2.51MShares$176 Million5.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$160 Million0.68% of portfolio
-
Wells Fargo & Company San Francisco, CA1.94MShares$136 Million0.03% of portfolio