Sugarloaf Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,368 shares of VCIT stock, worth $199,764. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,368
Previous 1,766
34.09%
Holding current value
$199,764
Previous $147,000
29.25%
% of portfolio
0.04%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding VCIT
# of Institutions
1,369Shares Held
507MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.63 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio