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Carolina Wealth Management Inc → VGES

Carolina Wealth Management Inc VGES Position History

VGES

Quarters held
44
Latest value
$4.9M
Q3 2026
Peak value
$16.4M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$1.7M
Q2 2026$848K
Q2 2026$244K
Q2 2026$10M
Q2 2026$980K
Q2 2026$258K
Q2 2026$539K
Q2 2026$212K
Q2 2026$439K
Q2 2026$1.4M
Q2 2026$1.4M
Q2 2026$1.7M
Q2 2026$705K
Q2 2026$1M
Q2 2026$208K
Q2 2026$4.5M
Q2 2026$2.6M
Q2 2026$241K
Q2 2026$361K
Q2 2026$15.8M
Q2 2026$1M
Q2 2026$463K
Q2 2026$4.9M
Q3 2026$1.6M
Q3 2026$974K
Q3 2026$242K
Q3 2026$9.8M
Q3 2026$954K
Q3 2026$534K
Q3 2026$208K
Q3 2026$425K
Q3 2026$1.6M
Q3 2026$1.5M
Q3 2026$1.6M
Q3 2026$719K
Q3 2026$1M
Q3 2026$4.1M
Q3 2026$2.8M
Q3 2026$246K
Q3 2026$340K
Q3 2026$16.4M
Q3 2026$958K
Q3 2026$307K
Q3 2026$4.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.9M13.0K——
Q3 2026$307K1.1K——
Q3 2026$958K4.4K——
Q3 2026$16.4M181.6K——
Q3 2026$340K1.5K——
Q3 2026$246K700——
Q3 2026$2.8M35.4K——
Q3 2026$4.1M17.6K——
Q3 2026$1M5.1K——
Q3 2026$719K1.0K——
Q3 2026$1.6M33.9K——
Q3 2026$1.5M11.7K——
Q3 2026$1.6M9.0K——
Q3 2026$425K1.9K——
Q3 2026$208K2.4K——
Q3 2026$534K6.4K——
Q3 2026$954K19.4K——
Q3 2026$9.8M63.3K——
Q3 2026$242K3.4K——
Q3 2026$974K13.9K——
Q3 2026$1.6M19.3K——
Q2 2026$4.9M13.1K——
Q2 2026$463K1.5K——
Q2 2026$1M4.7K——
Q2 2026$15.8M183.0K——
Q2 2026$361K1.5K——
Q2 2026$241K700——
Q2 2026$2.6M31.8K——
Q2 2026$4.5M18.4K——
Q2 2026$208K2.2K——
Q2 2026$1M5.1K——
Q2 2026$705K1.0K——
Q2 2026$1.7M33.9K——
Q2 2026$1.4M11.7K——
Q2 2026$1.4M9.0K——
Q2 2026$439K1.9K——
Q2 2026$212K2.4K——
Q2 2026$539K6.4K——
Q2 2026$258K5.3K——
Q2 2026$980K19.5K——
Q2 2026$10M63.2K——
Q2 2026$244K3.4K——
Q2 2026$848K11.6K——
Q2 2026$1.7M19.9K——

Other funds holding VGES

Other Carolina Wealth Management Inc positions

SCHW-PJ

SCHWAB STRATEGIC TR

$33.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$28.8M
THQ

VANGUARD INDEX FDS

$9.4M
THQ

VANGUARD INDEX FDS

$9M
ETHA

ISHARES TR

$6.8M
NVDA

NVIDIA CORPORATION

$6.7M