CAROLINAS WEALTH CONSULTING LLC – Vanguard 500 Index Fund Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$21.85M
portfolio value
CAROLINAS WEALTH CONSULTING LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.66% | 5.28K shares | 611K | $328.3 | 66.25K |
| Q2 2022 | share | Increase | +6.25% | 3.58K shares | -2.58M | $346.88 | 60.97K |
| Q1 2022 | share | Increase | +1.99% | 1.11K shares | -740K | $415.17 | 57.38K |
| Q4 2021 | share | Increase | +2.90% | 1.58K shares | 2.92M | $437.77 | 56.27K |
| Q3 2021 | share | Increase | +3.15% | 1.66K shares | 705K | $394.4 | 54.68K |
| Q2 2021 | share | Decrease | -0.99% | -531 shares | 1.42M | $392.24 | 53.01K |
| Q1 2021 | share | Decrease | -0.55% | -296 shares | 1.00M | $361.88 | 53.54K |
| Q4 2020 | share | Increase | +2.90% | 1.51K shares | 2.33M | $340.23 | 53.84K |
| Q3 2020 | share | Decrease | -0.56% | -294 shares | 1.17M | $303.31 | 52.32K |
| Q2 2020 | share | Increase | +46.54% | 16.71K shares | 6.48M | $278.24 | 52.62K |
| Q1 2020 | share | Increase | +483.05% | 29.75K shares | 6.68M | $231.3 | 35.91K |
| Q4 2019 | share | Increase | 0.00% | 6.15K shares | 1.81M | $287.62 | 6.15K |