Sugarloaf Wealth Management, LLC Vanguard Value ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,538 shares of VTV stock, worth $888,018. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,538
Previous 5,132 7.91%
Holding current value
$888,018
Previous $767,000 17.47%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Apr 23, 2024
BUY
$147.46 - $162.86 $59,868 - $66,121
406 Added 7.91%
5,538 $901,000
Q4 2023

Jan 10, 2024
BUY
$131.82 - $149.95 $611,776 - $695,917
4,641 Added 945.21%
5,132 $767,000
Q3 2023

Nov 13, 2023
BUY
$137.93 - $147.18 $413 - $441
3 Added 0.61%
491 $67,000
Q2 2023

Jul 13, 2023
BUY
$134.74 - $142.42 $538 - $569
4 Added 0.83%
488 $69,000
Q1 2023

Apr 26, 2023
BUY
$132.13 - $144.96 $264 - $289
2 Added 0.41%
484 $66,000
Q4 2022

Feb 03, 2023
SELL
$136.96 - $146.24 $33,281 - $35,536
-243 Reduced 33.52%
482 $67,000
Q3 2022

Oct 11, 2022
BUY
N/A
3 Added 0.42%
725 $90,000
Q2 2022

Jul 12, 2022
BUY
N/A
3 Added 0.42%
722 $95,000
Q1 2022

Apr 25, 2022
BUY
N/A
2 Added 0.28%
719 $106,000
Q4 2021

Jan 20, 2022
BUY
N/A
3 Added 0.42%
717 $105,000
Q3 2021

Oct 20, 2021
BUY
N/A
3 Added 0.42%
714 $97,000
Q2 2021

Jul 20, 2021
SELL
N/A
-211 Reduced 22.89%
711 $98,000
Q1 2021

Apr 19, 2021
BUY
N/A
212 Added 29.86%
922 $93,000
Q4 2019

Jan 29, 2020
BUY
N/A
710 New
710 $85,000

Others Institutions Holding VTV

# of Institutions
2,152
Shares Held
493M
Call Options Held
259K
Put Options Held
44.5K
View Full List

About VANGUARD VALUE ETF

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