Notify me when CAROLINAS WEALTH CONSULTING LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 09 Jan 2026, 12:48 | |
| Q3 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 20 Nov 2025, 14:09 | |
| Q2 2025 | 0 | $0 | $0 | -$459,678,094 | -$459,678,094 | 13F-HR | 04 Aug 2025, 20:48 | |
| Q1 2025 | 1,012 | $459,678,094 | +$7,724,596 | -$34,116,640 | -$26,392,044 | VONG, VOO, BIV, SCHD, VONV | 13F-HR | 14 Aug 2025, 15:39 |
| Q4 2024 | 1,056 | $485,597,191 | +$32,186,000 | -$60,948,675 | -$28,762,675 | VONG, VOO, BIV, IWF, VONV | 13F-HR | 26 Feb 2025, 17:48 |
| Q3 2024 | 1,052 | $530,275,048 | +$11,906,150 | -$8,449,690 | +$3,456,460 | VONG, BIV, VOO, SCHD, IWF | 13F-HR | 12 Nov 2024, 09:58 |
| Q2 2024 | 1,040 | $499,038,824 | +$23,035,239 | -$21,041,991 | +$1,993,248 | VONG, BIV, VOO, IWF, SCHD | 13F-HR | 12 Aug 2024, 11:32 |
| Q1 2024 | 1,033 | $489,041,574 | +$33,591,986 | -$14,464,255 | +$19,127,731 | VONG, BIV, VOO, IWF, SCHD | 13F-HR | 14 May 2024, 18:40 |
| Q4 2023 | 995 | $430,661,902 | +$15,236,573 | -$11,487,775 | +$3,748,798 | VONG, BIV, VOO, IWF, VIG | 13F-HR | 13 Feb 2024, 10:16 |
| Q3 2023 | 1,014 | $372,690,934 | +$16,428,368 | -$87,973,840 | -$71,545,472 | VONG, BIV, VOO, IWF, VIG | 13F-HR | 14 Nov 2023, 13:34 |
| Q2 2023 | 1,057 | $474,179,736 | +$17,529,793 | -$12,553,308 | +$4,976,485 | VONG, VIG, VOO, IWF, SCHD | 13F-HR | 14 Aug 2023, 16:17 |
| Q1 2023 | 1,058 | $439,824,771 | +$31,570,530 | -$20,391,097 | +$11,179,433 | VONG, VIG, VOO, SCHD, IWF | 13F-HR | 15 May 2023, 17:46 |
| Q4 2022 | 1,065 | $414,106,689 | +$33,829,263 | -$12,723,283 | +$21,105,980 | VIG, VONG, VOO, SCHD, IWF | 13F-HR | 14 Feb 2023, 17:24 |
| Q3 2022 | 870 | $371,986,000 | +$25,490,740 | -$6,420,452 | +$19,070,288 | VONG, VIG, VOO, SCHD, VONV | 13F-HR | 14 Nov 2022, 16:06 |
| Q2 2022 | 877 | $378,233,000 | +$32,774,570 | -$13,351,259 | +$19,423,311 | VIG, VONG, VOO, SCHD, VONV | 13F-HR | 16 Aug 2022, 09:04 |
| Q1 2022 | 904 | $390,734,000 | +$28,308,928 | -$14,615,249 | +$13,693,679 | VIG, VOO, IWF, VONV, SCHD | 13F-HR | 16 May 2022, 20:04 |
| Q4 2021 | 953 | $451,327,000 | +$16,818,808 | -$13,876,230 | +$2,942,578 | VIG, VONG, VOO, IWF, VONV | 13F-HR | 14 Feb 2022, 16:40 |
| Q3 2021 | 928 | $403,843,000 | +$14,535,134 | -$31,187,317 | -$16,652,183 | VIG, VONG, IWF, VOO, BSV | 13F-HR | 15 Nov 2021, 17:21 |
| Q2 2021 | 936 | $428,393,000 | +$55,299,221 | -$14,843,454 | +$40,455,767 | VIG, VONG, IWF, VOO, VONV | 13F-HR | 17 Aug 2021, 12:30 |
| Q1 2021 | 932 | $397,119,000 | +$26,273,860 | -$14,393,701 | +$11,880,159 | VIG, VONG, IWF, VOO, VONV | 13F-HR | 17 May 2021, 11:50 |
| Q4 2020 | 857 | $359,617,000 | +$37,524,784 | -$13,677,723 | +$23,847,061 | VIG, VONG, IWF, VOO, VONV | 13F-HR | 16 Feb 2021, 15:25 |
| Q3 2020 | 926 | $297,091,000 | +$34,448,477 | -$8,917,948 | +$25,530,529 | IWF, VIG, VONG, VOO, VONV | 13F-HR | 12 Nov 2020, 13:59 |
| Q2 2020 | 646 | $253,828,000 | +$43,362,137 | -$10,355,220 | +$33,006,917 | IWF, VIG, VONG, VOO, VONV | 13F-HR | 13 Aug 2020, 09:53 |
| Q1 2020 | 168 | $184,761,000 | +$110,795,847 | -$1,555,169 | +$109,240,678 | IWF, VIG, VONG, IWD, VONV | 13F-HR | 11 May 2020, 11:34 |
| Q4 2019 | 110 | $95,929,000 | $0 | $0 | $0 | IWF, IWD, VONG, VIG, VTI | 13F-HR | 14 Feb 2020, 16:44 |