Skip to content
Disclosery

Carroll Financial Associates, Inc.: VXF position timeline

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

Carroll Financial Associates, Inc. held 25,407 VXF 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 25,407 shares
    Change vs previous 13F +637 shares

    0.25% of the 13F portfolio, value $4,688,000.

    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 24,770 shares
    Change vs previous 13F -611 shares

    0.25% of the 13F portfolio, value $4,517,000.

    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 25,381 shares
    Change vs previous 13F +1,710 shares

    0.27% of the 13F portfolio, value $4,786,000.

    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 23,671 shares
    Change vs previous 13F +795 shares

    0.26% of the 13F portfolio, value $4,187,000.

    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 22,876 shares
    Change vs previous 13F +1,303 shares

    0.25% of the 13F portfolio, value $3,767,000.

    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 21,573 shares
    Change vs previous 13F +1,582 shares

    0.22% of the 13F portfolio, value $2,798,000.

    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 19,991 shares
    Change vs previous 13F -3,234 shares

    0.2% of the 13F portfolio, value $2,365,000.

    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 23,225 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,102,000.

    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).