Sugarloaf Wealth Management, LLC Vanguard Scottsdale Fds Vangua Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 53 shares of BNDW stock, worth $3,623. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 52 1.92%

Holding current value

$3,623

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$68.01 - $70.67 $68 - $70	1 Added 1.92%	53 $3,000
Q3 2024 Oct 08, 2024	BUY	$67.53 - $70.89 $67 - $70	1 Added 1.96%	52 $3,000
Q4 2023 Jan 10, 2024	BUY	$65.19 - $70.23 $65 - $70	1 Added 2.0%	51 $3,000
Q3 2023 Nov 13, 2023	BUY	$66.23 - $68.55 $66 - $68	1 Added 2.04%	50 $3,000
Q2 2023 Jul 13, 2023	BUY	$67.81 - $69.43 $67 - $69	1 Added 2.08%	49 $3,000
Q1 2023 Apr 26, 2023	SELL	$66.84 - $69.43 $66 - $69	-1 Reduced 2.04%	48 $3,000
Q2 2022 Jul 12, 2022	BUY	$68.33 - $73.94 $68 - $73	1 Added 2.08%	49 $3,000
Q1 2022 Apr 25, 2022	SELL	$73.61 - $78.14 $1,472 - $1,562	-20 Reduced 29.41%	48 $4,000
Q4 2021 Jan 20, 2022	SELL	$78.32 - $80.26 $6,187 - $6,340	-79 Reduced 53.74%	68 $5,000
Q3 2021 Oct 20, 2021	BUY	$79.85 - $81.28 $79 - $81	1 Added 0.68%	147 $12,000
Q2 2021 Jul 20, 2021	SELL	$79.28 - $80.25 $32,584 - $32,982	-411 Reduced 73.79%	146 $12,000
Q1 2021 Apr 19, 2021	SELL	$79.34 - $82.15 $32,132 - $33,270	-405 Reduced 42.1%	557 $44,000
Q4 2020 Feb 03, 2021	SELL	$81.31 - $82.21 $26,588 - $26,882	-327 Reduced 25.37%	962 $79,000
Q3 2020 Nov 03, 2020	SELL	$81.33 - $82.46 $18,055 - $18,306	-222 Reduced 14.69%	1,289 $105,000
Q2 2020 Jul 21, 2020	SELL	$79.1 - $81.55 $32,826 - $33,843	-415 Reduced 21.55%	1,511 $123,000
Q1 2020 Apr 15, 2020	BUY	$75.63 - $81.81 $145,663 - $157,566	1,926 New	1,926 $153,000

Others Institutions Holding BNDW

# of Institutions

108

Shares Held

2.74M

Call Options Held

Put Options Held

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About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
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Sugarloaf Wealth Management, LLC Vanguard Scottsdale Fds Vangua Transaction History