Sugarloaf Wealth Management, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 4,833 shares of VWO stock, worth $215,068. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,833

Previous 3,945 22.51%

Holding current value

$215,068

Previous $172,000 34.3%

% of portfolio

0.05%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$41.9 - $48.26 $37,207 - $42,854	888 Added 22.51%	4,833 $231,000
Q2 2024 Jul 08, 2024	BUY	$40.83 - $44.89 $34,868 - $38,336	854 Added 27.63%	3,945 $172,000
Q1 2024 Apr 23, 2024	SELL	$39.04 - $42.23 $151,514 - $163,894	-3,881 Reduced 55.67%	3,091 $129,000
Q4 2023 Jan 10, 2024	BUY	$37.74 - $41.31 $129,334 - $141,569	3,427 Added 96.67%	6,972 $286,000
Q3 2023 Nov 13, 2023	BUY	$39.04 - $43.07 $35,175 - $38,806	901 Added 34.08%	3,545 $138,000
Q2 2023 Jul 13, 2023	BUY	$39.05 - $42.09 $50,413 - $54,338	1,291 Added 95.42%	2,644 $107,000
Q1 2023 Apr 26, 2023	BUY	$38.45 - $43.18 $14,149 - $15,890	368 Added 37.36%	1,353 $54,000
Q4 2022 Feb 03, 2023	BUY	$35.32 - $40.67 $28,785 - $33,146	815 Added 479.41%	985 $38,000
Q3 2022 Oct 11, 2022	BUY	$36.49 - $42.54 $2,554 - $2,977	70 Added 70.0%	170 $7,000
Q2 2022 Jul 12, 2022	SELL	$40.48 - $47.83 $11,658 - $13,775	-288 Reduced 74.23%	100 $4,000
Q1 2022 Apr 25, 2022	BUY	$42.79 - $51.23 $42 - $51	1 Added 0.26%	388 $18,000
Q4 2021 Jan 20, 2022	BUY	$47.81 - $52.33 $143 - $156	3 Added 0.78%	387 $19,000
Q3 2021 Oct 20, 2021	BUY	$49.35 - $54.02 $98 - $108	2 Added 0.52%	384 $19,000
Q2 2021 Jul 20, 2021	BUY	$50.96 - $55.14 $18,702 - $20,236	367 Added 2446.67%	382 $21,000
Q1 2021 Apr 19, 2021	SELL	$50.34 - $56.49 $18,374 - $20,618	-365 Reduced 96.05%	15 $20,000
Q4 2020 Feb 03, 2021	BUY	$43.14 - $50.24 $86 - $100	2 Added 0.53%	380 $19,000
Q3 2020 Nov 03, 2020	SELL	$40.14 - $45.14 $361 - $406	-9 Reduced 2.33%	378 $16,000
Q2 2020 Jul 21, 2020	BUY	$32.36 - $40.59 $32 - $40	1 Added 0.26%	387 $15,000
Q1 2020 Apr 15, 2020	SELL	$30.46 - $45.91 $2,162 - $3,259	-71 Reduced 15.54%	386 $13,000
Q4 2019 Jan 29, 2020	BUY	$39.79 - $44.7 $18,184 - $20,427	457 New	457 $20,000

Others Institutions Holding VWO

# of Institutions

2,271

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Sugarloaf Wealth Management, LLC Vanguard Ftse Emerging Mkts Et Transaction History