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

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 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 1,716 shares of VYM stock, worth $203,980. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,716
Previous 1,599 7.32%
Holding current value
$203,980
Previous $178,000 16.29%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$106.0 - $113.15 $52,576 - $56,122
496 Added 53.45%
1,424 $154,000
Q3 2022

Oct 11, 2022
BUY
N/A
42 Added 4.74%
928 $89,000
Q2 2022

Jul 12, 2022
BUY
N/A
76 Added 9.38%
886 $90,000
Q4 2021

Jan 20, 2022
SELL
N/A
-127 Reduced 13.55%
810 $91,000
Q3 2021

Oct 20, 2021
SELL
N/A
-20 Reduced 2.09%
937 $97,000
Q1 2021

Apr 19, 2021
SELL
N/A
-200 Reduced 17.29%
957 $97,000
Q4 2019

Jan 29, 2020
BUY
N/A
1,157 New
1,157 $108,000

Others Institutions Holding VYM

# of Institutions
1,704
Shares Held
174M
Call Options Held
1.76M
Put Options Held
464K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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