Carolina Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Carolina Wealth Advisors, LLC

$221 Million
Q3 2025

A detailed history of Carolina Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 390 shares of VOE stock, worth $67,797. This represents 0.03% of its overall portfolio holdings.

Number of Shares

390

Previous 390 -0.0%

Holding current value

$67,797

Previous $64,000 6.25%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$156.61 - $168.02 $55,596 - $59,647	355 Added 1014.29%	390 $62,000
Q4 2024 Jan 14, 2025	SELL	$160.89 - $176.18 $1,287 - $1,409	-8 Reduced 18.6%	35 $5,000
Q1 2024 Apr 05, 2024	SELL	$141.07 - $155.91 $10,015 - $11,069	-71 Reduced 62.28%	43 $6,000
Q4 2021 Jan 24, 2022	BUY	$140.47 - $150.69 $140 - $150	1 Added 0.88%	114 $17,000
Q2 2021 Jul 22, 2021	SELL	$136.19 - $145.71 $4,358 - $4,662	-32 Reduced 22.07%	113 $16,000

Q1 2021 Apr 09, 2021	BUY	$116.81 - $138.13 $3,737 - $4,420	32 Added 28.32%	145 $20,000
Q4 2020 Jan 29, 2021	SELL	$100.82 - $119.56 $8,872 - $10,521	-88 Reduced 43.78%	113 $13,000
Q1 2020 Apr 09, 2020	SELL	$68.69 - $121.9 $19,164 - $34,010	-279 Reduced 58.13%	201 $16,000
Q4 2019 Feb 07, 2020	BUY	$108.67 - $119.8 $52,161 - $57,504	480 New	480 $57,000

Others Institutions Holding VOE

# of Institutions

1,258

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Carolina Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History