Sugarloaf Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,210 shares of VB stock, worth $535,151. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,210
Previous 2,136 3.46%
Holding current value
$535,151
Previous $465,000 12.69%
% of portfolio
0.11%
Previous 0.1%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$214.77 - $237.72 $15,892 - $17,591
74 Added 3.46%
2,210 $524,000
Q2 2024

Jul 08, 2024
BUY
$210.76 - $226.94 $6,322 - $6,808
30 Added 1.42%
2,136 $465,000
Q1 2024

Apr 23, 2024
BUY
$204.0 - $228.59 $33,864 - $37,945
166 Added 8.56%
2,106 $481,000
Q4 2023

Jan 10, 2024
BUY
$175.26 - $215.9 $270,776 - $333,565
1,545 Added 391.14%
1,940 $413,000
Q3 2023

Nov 13, 2023
BUY
$186.24 - $208.75 $186 - $208
1 Added 0.25%
395 $74,000
Q2 2023

Jul 13, 2023
BUY
$181.26 - $198.89 $181 - $198
1 Added 0.25%
394 $78,000
Q1 2023

Apr 26, 2023
SELL
$179.51 - $208.76 $40,928 - $47,597
-228 Reduced 36.71%
393 $74,000
Q4 2022

Feb 03, 2023
BUY
$172.82 - $196.57 $172 - $196
1 Added 0.16%
621 $113,000
Q3 2022

Oct 11, 2022
BUY
$170.45 - $206.62 $170 - $206
1 Added 0.16%
620 $106,000
Q2 2022

Jul 12, 2022
BUY
$170.7 - $214.67 $341 - $429
2 Added 0.32%
619 $109,000
Q4 2021

Jan 20, 2022
SELL
$215.13 - $239.37 $19,361 - $21,543
-90 Reduced 12.73%
617 $139,000
Q3 2021

Oct 20, 2021
BUY
$211.9 - $229.42 $211 - $229
1 Added 0.14%
707 $155,000
Q2 2021

Jul 20, 2021
SELL
$211.77 - $228.05 $60,354 - $64,994
-285 Reduced 28.76%
706 $159,000
Q1 2021

Apr 19, 2021
BUY
$191.53 - $223.48 $63,971 - $74,642
334 Added 50.84%
991 $141,000
Q4 2020

Feb 03, 2021
BUY
$156.0 - $196.91 $624 - $787
4 Added 0.61%
657 $128,000
Q3 2020

Nov 03, 2020
BUY
$143.34 - $162.04 $286 - $324
2 Added 0.31%
653 $101,000
Q2 2020

Jul 21, 2020
BUY
$106.26 - $156.76 $106 - $156
1 Added 0.15%
651 $95,000
Q1 2020

Apr 15, 2020
BUY
$98.45 - $170.48 $295 - $511
3 Added 0.46%
650 $75,000
Q4 2019

Jan 29, 2020
BUY
$149.04 - $166.74 $96,428 - $107,880
647 New
647 $107,000

Others Institutions Holding VB

# of Institutions
2,109
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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