Carolinas Wealth Consulting LLC Vanguard S&P Small Cap 600 Val Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 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 1,805 shares of VIOV stock, worth $136,385. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,805
Previous 1,786
1.06%
Holding current value
$136,385
Previous $165,000
1.82%
% of portfolio
0.03%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding VIOV
# of Institutions
205Shares Held
6.04MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC321KShares$24.2 Million2.89% of portfolio
-
Ubs Group Ag317KShares$23.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY314KShares$23.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL248KShares$18.7 Million0.01% of portfolio
-
One Day In July LLC205KShares$15.5 Million2.01% of portfolio