Sugarloaf Wealth Management, LLC Vanguard Value ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 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 6,111 shares of VTV stock, worth $1.02 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,111
Previous 6,671
8.39%
Holding current value
$1.02 Million
Previous $1.16 Million
11.17%
% of portfolio
0.22%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding VTV
# of Institutions
2,570Shares Held
545MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$20 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$8.95 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.13 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.36 Billion1.17% of portfolio
-
Ubs Group Ag13.2MShares$2.2 Billion0.42% of portfolio