Sugarloaf Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 10 shares of VOT stock, worth $2,727. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10
Previous 10
-0.0%
Holding current value
$2,727
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
1,045Shares Held
41.9MCall Options Held
18.6KPut Options Held
2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$846 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$784 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$741 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$624 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$506 Million0.34% of portfolio