Sugarloaf Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 794 shares of VO stock, worth $201,461. This represents 0.04% of its overall portfolio holdings.
Number of Shares
794
Previous 720
10.28%
Holding current value
$201,461
Previous $189,000
10.58%
% of portfolio
0.04%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding VO
# of Institutions
2,325Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.68 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.43 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.2 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.95 Billion0.15% of portfolio