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Carroll Financial Associates, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Financial Associates, Inc. on VTI, newest first. How the timeline and the estimate are built.

Carroll Financial Associates, Inc. held 9,793 VTI shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 9,793 shares
    Change vs previous 13F -7,138 shares

    0.13% of the 13F portfolio, value $2,379,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F 16,931 shares
    Change vs previous 13F +1,415 shares

    0.21% of the 13F portfolio, value $3,759,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 15,516 shares
    Change vs previous 13F -563 shares

    0.2% of the 13F portfolio, value $3,457,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 16,079 shares
    Change vs previous 13F -1,443 shares

    0.2% of the 13F portfolio, value $3,323,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 17,522 shares
    Change vs previous 13F +811 shares

    0.23% of the 13F portfolio, value $3,410,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 16,711 shares
    Change vs previous 13F +2,612 shares

    0.22% of the 13F portfolio, value $2,846,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 14,099 shares
    Change vs previous 13F +61 shares

    0.18% of the 13F portfolio, value $2,206,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-03-31
    13F 14,038 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,809,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).