Sugarloaf Wealth Management, LLC Vanguard Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,477 shares of VGSH stock, worth $85,813. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,477
Previous 1,457 1.37%
Holding current value
$85,813
Previous $85,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$58.02 - $58.88 $1,160 - $1,177
20 Added 1.37%
1,477 $85,000
Q3 2024

Oct 08, 2024
BUY
$57.74 - $59.13 $923 - $946
16 Added 1.11%
1,457 $85,000
Q2 2024

Jul 08, 2024
BUY
$57.55 - $58.0 $863 - $870
15 Added 1.05%
1,441 $83,000
Q1 2024

Apr 23, 2024
BUY
$57.88 - $58.54 $520 - $526
9 Added 0.64%
1,426 $82,000
Q4 2023

Jan 10, 2024
BUY
$57.34 - $58.41 $1,032 - $1,051
18 Added 1.29%
1,417 $82,000
Q3 2023

Nov 13, 2023
BUY
$57.47 - $57.91 $689 - $694
12 Added 0.87%
1,399 $80,000
Q2 2023

Jul 13, 2023
BUY
$57.72 - $58.69 $80,057 - $81,403
1,387 New
1,387 $80,000

Others Institutions Holding VGSH

# of Institutions
952
Shares Held
233M
Call Options Held
21.5K
Put Options Held
6K
View Full List

About VANGUARD

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