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 347 shares of VOO stock, worth $189,128. This represents 0.04% of its overall portfolio holdings.

Number of Shares
347
Previous 320 8.44%
Holding current value
$189,128
Previous $160,000 14.37%
% of portfolio
0.04%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$475.2 - $527.7 $12,830 - $14,247
27 Added 8.44%
347 $183,000
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

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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