Sugarloaf Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 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 752 shares of VO stock, worth $181,653. This represents 0.04% of its overall portfolio holdings.

Number of Shares
752
Previous 678 10.91%
Holding current value
$181,653
Previous $157,000 19.11%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$225.86 - $249.86 $16,713 - $18,489
74 Added 10.91%
752 $187,000
Q4 2023

Jan 10, 2024
BUY
$195.66 - $233.95 $586 - $701
3 Added 0.44%
678 $157,000
Q3 2023

Nov 13, 2023
BUY
$206.6 - $228.23 $413 - $456
2 Added 0.3%
675 $140,000
Q2 2023

Jul 13, 2023
BUY
$203.43 - $220.16 $610 - $660
3 Added 0.45%
673 $148,000
Q1 2023

Apr 26, 2023
SELL
$200.2 - $225.98 $35,635 - $40,224
-178 Reduced 20.99%
670 $141,000
Q4 2022

Feb 03, 2023
BUY
$199.06 - $217.26 $597 - $651
3 Added 0.36%
848 $172,000
Q3 2022

Oct 11, 2022
BUY
N/A
3 Added 0.36%
845 $159,000
Q2 2022

Jul 12, 2022
BUY
N/A
2 Added 0.24%
842 $166,000
Q1 2022

Apr 25, 2022
BUY
N/A
1 Added 0.12%
840 $200,000
Q4 2021

Jan 20, 2022
SELL
N/A
-88 Reduced 9.49%
839 $214,000
Q3 2021

Oct 20, 2021
BUY
N/A
2 Added 0.22%
927 $219,000
Q2 2021

Jul 20, 2021
BUY
N/A
888 Added 2400.0%
925 $219,000
Q1 2021

Apr 19, 2021
SELL
N/A
-882 Reduced 95.97%
37 $204,000
Q4 2020

Feb 03, 2021
BUY
N/A
4 Added 0.44%
919 $190,000
Q3 2020

Nov 03, 2020
BUY
N/A
3 Added 0.33%
915 $161,000
Q2 2020

Jul 21, 2020
BUY
N/A
4 Added 0.44%
912 $149,000
Q1 2020

Apr 15, 2020
BUY
N/A
5 Added 0.55%
908 $120,000
Q4 2019

Jan 29, 2020
BUY
N/A
903 New
903 $161,000

Others Institutions Holding VO

# of Institutions
1,960
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

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