Sugarloaf Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,089 shares of VMBS stock, worth $51,139. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,089
Previous 1,806 39.7%
Holding current value
$51,139
Previous $85,000 42.35%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 10, 2025
SELL
$45.17 - $47.23 $32,386 - $33,863
-717 Reduced 39.7%
1,089 $49,000
Q3 2024

Oct 08, 2024
BUY
$44.9 - $47.55 $20,609 - $21,825
459 Added 34.08%
1,806 $85,000
Q2 2024

Jul 08, 2024
BUY
$44.15 - $45.75 $16,600 - $17,202
376 Added 38.72%
1,347 $61,000
Q1 2024

Apr 23, 2024
BUY
$44.98 - $46.29 $17,947 - $18,469
399 Added 69.76%
971 $44,000
Q4 2023

Jan 10, 2024
BUY
$42.3 - $46.59 $24,195 - $26,649
572 New
572 $26,000

Others Institutions Holding VMBS

# of Institutions
709
Shares Held
288M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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