Sugarloaf Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 233 shares of VT stock, worth $27,507. This represents 0.01% of its overall portfolio holdings.

Number of Shares

233

Holding current value

$27,507

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$107.72 - $119.96 $25,098 - $27,950	233 New	233 $27,000
Q4 2022 Feb 03, 2023	SELL	$78.67 - $91.07 $26,433 - $30,599	-336 Reduced 86.15%	54 $4,000
Q3 2022 Oct 11, 2022	BUY	$78.88 - $94.48 $26,503 - $31,745	336 Added 622.22%	390 $31,000
Q2 2022 Jul 12, 2022	BUY	$83.88 - $102.77 $83 - $102	1 Added 1.89%	54 $5,000
Q1 2022 Apr 25, 2022	SELL	$93.8 - $108.09 $93 - $108	-1 Reduced 1.85%	53 $5,000
Q4 2021 Jan 20, 2022	BUY	$101.45 - $109.23 $101 - $109	1 Added 1.89%	54 $6,000
Q2 2021 Jul 20, 2021	SELL	$98.57 - $104.51 $32,232 - $34,174	-327 Reduced 86.05%	53 $5,000
Q1 2021 Apr 19, 2021	BUY	$92.05 - $98.71 $30,192 - $32,376	328 Added 630.77%	380 $5,000
Q2 2020 Jul 21, 2020	BUY	$60.03 - $78.43 $60 - $78	1 Added 1.96%	52 $4,000
Q4 2019 Jan 29, 2020	BUY	$72.8 - $81.27 $3,712 - $4,144	51 New	51 $4,000

Others Institutions Holding VT

# of Institutions

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

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About VANGUARD TOTAL WORLD STK INDEX

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Sugarloaf Wealth Management, LLC Vanguard Total World Stk Index Transaction History