Sugarloaf Wealth Management, LLC Vanguard Whitehall Fds Intl Di Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Whitehall Fds Intl Di stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 346,248 shares of VIGI stock, worth $28.1 Million. This represents 6.49% of its overall portfolio holdings.
Number of Shares
346,248
Previous 300,535
15.21%
Holding current value
$28.1 Million
Previous $23.8 Million
18.39%
% of portfolio
6.49%
Previous 5.98%
Shares
8 transactions
Others Institutions Holding VIGI
# of Institutions
440Shares Held
42.1MCall Options Held
1.8KPut Options Held
94.9K-
Morgan Stanley New York, NY5.74MShares$467 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.31MShares$269 Million0.03% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.35MShares$191 Million2.27% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.79MShares$146 Million13.08% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC1.54MShares$125 Million2.86% of portfolio