Sugarloaf Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sugarloaf Wealth Management, LLC

$460 Million
Q2 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 320 shares of VOO stock, worth $167,267. This represents 0.03% of its overall portfolio holdings.

Number of Shares

320

Previous 477 32.91%

Holding current value

$167,267

Previous $229,000 30.13%

% of portfolio

0.03%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$455.1 - $504.28 $71,450 - $79,171	-157 Reduced 32.91%	320 $160,000
Q1 2024 Apr 23, 2024	SELL	$429.43 - $481.35 $455,625 - $510,712	-1,061 Reduced 68.99%	477 $229,000
Q4 2023 Jan 10, 2024	BUY	$377.32 - $438.19 $86,406 - $100,345	229 Added 17.49%	1,538 $671,000
Q3 2023 Nov 13, 2023	BUY	$392.7 - $420.68 $47,909 - $51,322	122 Added 10.28%	1,309 $514,000
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $72,430 - $79,419	195 Added 19.66%	1,187 $483,000
Q1 2023 Apr 26, 2023	BUY	$348.66 - $382.94 $116,801 - $128,284	335 Added 50.99%	992 $373,000
Q4 2022 Feb 03, 2023	BUY	$327.64 - $374.54 $72,736 - $83,147	222 Added 51.03%	657 $230,000
Q3 2022 Oct 11, 2022	BUY	$328.3 - $395.04 $656 - $790	2 Added 0.46%	435 $143,000
Q1 2022 Apr 25, 2022	BUY	$382.7 - $439.25 $382 - $439	1 Added 0.23%	433 $180,000
Q4 2021 Jan 20, 2022	BUY	$394.21 - $439.01 $1,182 - $1,317	3 Added 0.7%	432 $188,000
Q3 2021 Oct 20, 2021	SELL	$390.68 - $416.73 $54,695 - $58,342	-140 Reduced 24.6%	429 $169,000
Q2 2021 Jul 20, 2021	SELL	$368.16 - $394.32 $32,766 - $35,094	-89 Reduced 13.53%	569 $224,000
Q1 2021 Apr 19, 2021	BUY	$339.03 - $365.24 $215,284 - $231,927	635 Added 2760.87%	658 $414,000
Q4 2020 Feb 03, 2021	BUY	$299.82 - $343.69 $6,895 - $7,904	23 New	23 $8,000

Others Institutions Holding VOO

# of Institutions

3,000

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Sugarloaf Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History