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Carroll Financial Associates, Inc.: VUG position timeline

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

Carroll Financial Associates, Inc. held 20,030 VUG 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 20,030 shares
    Change vs previous 13F -6,988 shares

    0.35% of the 13F portfolio, value $6,511,000.

    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 27,018 shares
    Change vs previous 13F +476 shares

    0.44% of the 13F portfolio, value $7,839,000.

    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 26,542 shares
    Change vs previous 13F +80 shares

    0.43% of the 13F portfolio, value $7,612,000.

    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 26,462 shares
    Change vs previous 13F -1,282 shares

    0.42% of the 13F portfolio, value $6,801,000.

    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 27,744 shares
    Change vs previous 13F +2,862 shares

    0.47% of the 13F portfolio, value $7,028,000.

    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 24,882 shares
    Change vs previous 13F +5,254 shares

    0.44% of the 13F portfolio, value $5,663,000.

    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 19,628 shares
    Change vs previous 13F -105 shares

    0.33% of the 13F portfolio, value $3,966,000.

    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 19,733 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,092,000.

    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).