Notify me when Carolinas Wealth Consulting Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | $0 | $0 | 13F-HR | 11/20/2025, 02:09 PM | ||
| Q2 2025 | 0 | $0 | $0 | -$460M | -$460M | 13F-HR | 8/4/2025, 08:48 PM | |
| Q1 2025 | 1,012 | $460M | +$7.72M | -$34.1M | -$26.4M | VONG, VOO, BIV, SCHD, VONV | 13F-HR | 8/14/2025, 03:39 PM |
| Q4 2024 | 1,056 | $486M | +$32.2M | -$60.9M | -$28.8M | VONG, VOO, BIV, IWF, VONV | 13F-HR | 2/26/2025, 05:48 PM |
| Q3 2024 | 1,052 | $530M | +$11.9M | -$8.45M | +$3.46M | VONG, BIV, VOO, SCHD, IWF | 13F-HR | 11/12/2024, 09:58 AM |
| Q2 2024 | 1,040 | $499M | +$23M | -$21M | +$1.99M | VONG, BIV, VOO, IWF, SCHD | 13F-HR | 8/12/2024, 11:32 AM |
| Q1 2024 | 1,033 | $489M | +$33.6M | -$14.5M | +$19.1M | VONG, BIV, VOO, IWF, SCHD | 13F-HR | 5/14/2024, 06:40 PM |
| Q4 2023 | 995 | $431M | +$15.2M | -$11.5M | +$3.75M | VONG, BIV, VOO, IWF, VIG | 13F-HR | 2/13/2024, 10:16 AM |
| Q3 2023 | 1,014 | $373M | +$16.4M | -$88M | -$71.5M | VONG, BIV, VOO, IWF, VIG | 13F-HR | 11/14/2023, 01:34 PM |
| Q2 2023 | 1,057 | $474M | +$17.5M | -$12.6M | +$4.98M | VONG, VIG, VOO, IWF, SCHD | 13F-HR | 8/14/2023, 04:17 PM |
| Q1 2023 | 1,058 | $440M | +$31.6M | -$20.4M | +$11.2M | VONG, VIG, VOO, SCHD, IWF | 13F-HR | 5/15/2023, 05:46 PM |
| Q4 2022 | 1,065 | $414M | +$33.8M | -$12.7M | +$21.1M | VIG, VONG, VOO, SCHD, IWF | 13F-HR | 2/14/2023, 05:24 PM |
| Q3 2022 | 870 | $372M | +$25.5M | -$6.42M | +$19.1M | VONG, VIG, VOO, SCHD, VONV | 13F-HR | 11/14/2022, 04:06 PM |
| Q2 2022 | 877 | $378M | +$32.8M | -$13.4M | +$19.4M | VIG, VONG, VOO, SCHD, VONV | 13F-HR | 8/16/2022, 09:04 AM |
| Q1 2022 | 904 | $391M | +$28.3M | -$14.6M | +$13.7M | VIG, VOO, IWF, VONV, SCHD | 13F-HR | 5/16/2022, 08:04 PM |
| Q4 2021 | 953 | $451M | +$16.8M | -$13.9M | +$2.94M | VIG, VONG, VOO, IWF, VONV | 13F-HR | 2/14/2022, 04:40 PM |
| Q3 2021 | 928 | $404M | +$14.5M | -$31.2M | -$16.7M | VIG, VONG, IWF, VOO, BSV | 13F-HR | 11/15/2021, 05:21 PM |
| Q2 2021 | 936 | $428M | +$55.3M | -$14.8M | +$40.5M | VIG, VONG, IWF, VOO, VONV | 13F-HR | 8/17/2021, 12:30 PM |
| Q1 2021 | 932 | $397M | +$26.3M | -$14.4M | +$11.9M | VIG, VONG, IWF, VOO, VONV | 13F-HR | 5/17/2021, 11:50 AM |
| Q4 2020 | 857 | $360M | +$37.5M | -$13.7M | +$23.8M | VIG, VONG, IWF, VOO, VONV | 13F-HR | 2/16/2021, 03:25 PM |
| Q3 2020 | 926 | $297M | +$34.4M | -$8.92M | +$25.5M | IWF, VIG, VONG, VOO, VONV | 13F-HR | 11/12/2020, 01:59 PM |
| Q2 2020 | 646 | $254M | +$43.4M | -$10.4M | +$33M | IWF, VIG, VONG, VOO, VONV | 13F-HR | 8/13/2020, 09:53 AM |
| Q1 2020 | 168 | $185M | +$111M | -$1.56M | +$109M | IWF, VIG, VONG, IWD, VONV | 13F-HR | 5/11/2020, 11:34 AM |
| Q4 2019 | 110 | $95.9M | $0 | $0 | IWF, IWD, VONG, VIG, VTI | 13F-HR | 2/14/2020, 04:44 PM |