Sugarloaf Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 13,837 shares of VXUS stock, worth $835,893. This represents 0.18% of its overall portfolio holdings.

Number of Shares

13,837

Previous 13,198 4.84%

Holding current value

$835,893

Previous $795,000 12.58%

% of portfolio

0.18%

Previous 0.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$58.03 - $65.37 $37,081 - $41,771	639 Added 4.84%	13,837 $895,000
Q2 2024 Jul 08, 2024	BUY	$57.86 - $62.21 $22,102 - $23,764	382 Added 2.98%	13,198 $795,000
Q1 2024 Apr 23, 2024	BUY	$55.74 - $60.35 $55,962 - $60,591	1,004 Added 8.5%	12,816 $772,000
Q4 2023 Jan 10, 2024	BUY	$51.06 - $57.96 $18,534 - $21,039	363 Added 3.17%	11,812 $684,000
Q3 2023 Nov 13, 2023	BUY	$53.3 - $58.26 $68,170 - $74,514	1,279 Added 12.58%	11,449 $612,000
Q2 2023 Jul 13, 2023	BUY	$54.28 - $57.76 $80,280 - $85,427	1,479 Added 17.02%	10,170 $570,000
Q1 2023 Apr 26, 2023	BUY	$52.07 - $56.74 $61,911 - $67,463	1,189 Added 15.85%	8,691 $479,000
Q4 2022 Feb 03, 2023	BUY	$45.45 - $53.83 $38,087 - $45,109	838 Added 12.58%	7,502 $388,000
Q3 2022 Oct 11, 2022	BUY	$45.75 - $54.53 $84,088 - $100,226	1,838 Added 38.09%	6,664 $308,000
Q2 2022 Jul 12, 2022	BUY	$51.07 - $60.88 $50,916 - $60,697	997 Added 26.04%	4,826 $249,000
Q1 2022 Apr 25, 2022	BUY	$55.42 - $64.7 $61,128 - $71,364	1,103 Added 40.46%	3,829 $253,000
Q4 2021 Jan 20, 2022	BUY	$61.51 - $66.09 $104,813 - $112,617	1,704 Added 166.73%	2,726 $173,000
Q3 2021 Oct 20, 2021	BUY	$63.26 - $67.0 $64,651 - $68,474	1,022 New	1,022 $65,000
Q1 2020 Apr 15, 2020	SELL	$36.75 - $56.64 $36,750 - $56,640	-1,000 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$50.39 - $55.96 $50,390 - $55,960	1,000 New	1,000 $56,000

Others Institutions Holding VXUS

# of Institutions

1,256

Shares Held

301M

Call Options Held

160K

Put Options Held

71.7K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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Sugarloaf Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History