Sugarloaf Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,709 shares of VYM stock, worth $228,356. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,709

Previous 1,751 2.4%

Holding current value

$228,356

Previous $207,000 5.8%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$117.9 - $128.2 $4,951 - $5,384	-42 Reduced 2.4%	1,709 $219,000
Q2 2024 Jul 08, 2024	BUY	$114.71 - $121.51 $4,014 - $4,252	35 Added 2.04%	1,751 $207,000
Q1 2024 Apr 23, 2024	BUY	$109.98 - $120.99 $12,867 - $14,155	117 Added 7.32%	1,716 $207,000
Q4 2023 Jan 10, 2024	BUY	$98.71 - $111.84 $197 - $223	2 Added 0.13%	1,599 $178,000
Q3 2023 Nov 13, 2023	BUY	$103.32 - $110.34 $5,475 - $5,848	53 Added 3.43%	1,597 $165,000
Q2 2023 Jul 13, 2023	BUY	$101.36 - $107.68 $8,210 - $8,722	81 Added 5.54%	1,544 $163,000
Q1 2023 Apr 26, 2023	BUY	$100.82 - $111.44 $3,931 - $4,346	39 Added 2.74%	1,463 $154,000
Q4 2022 Feb 03, 2023	BUY	$96.14 - $113.15 $47,685 - $56,122	496 Added 53.45%	1,424 $154,000
Q3 2022 Oct 11, 2022	BUY	$94.88 - $110.28 $3,984 - $4,631	42 Added 4.74%	928 $89,000
Q2 2022 Jul 12, 2022	BUY	$99.2 - $114.57 $7,539 - $8,707	76 Added 9.38%	886 $90,000
Q4 2021 Jan 20, 2022	SELL	$104.33 - $112.16 $13,249 - $14,244	-127 Reduced 13.55%	810 $91,000
Q3 2021 Oct 20, 2021	SELL	$102.3 - $108.36 $2,046 - $2,167	-20 Reduced 2.09%	937 $97,000
Q1 2021 Apr 19, 2021	SELL	$90.4 - $101.83 $18,080 - $20,366	-200 Reduced 17.29%	957 $97,000
Q4 2019 Jan 29, 2020	BUY	$85.84 - $94.47 $99,316 - $109,301	1,157 New	1,157 $108,000

Others Institutions Holding VYM

# of Institutions

1,797

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Sugarloaf Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History