Sugarloaf Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 77 shares of VBR stock, worth $15,379. This represents 0.0% of its overall portfolio holdings.
Number of Shares
77
Previous 77
-0.0%
Holding current value
$15,379
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
92.8MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.4 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$834 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$670 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$359 Million0.08% of portfolio