Sugarloaf Wealth Management, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,115 shares of VYMI stock, worth $431,808. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,115
Previous 3,998
27.94%
Holding current value
$431,808
Previous $293,000
18.43%
% of portfolio
0.07%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding VYMI
# of Institutions
710Shares Held
61.6MCall Options Held
6.4KPut Options Held
0-
Morgan Stanley New York, NY5.32MShares$449 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.53MShares$383 Million0.03% of portfolio
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Orgel Wealth Management, LLC2.53MShares$214 Million5.16% of portfolio
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Captrust Financial Advisors Raleigh, NC2.28MShares$192 Million0.42% of portfolio
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Wells Fargo & Company San Francisco, CA1.92MShares$162 Million0.03% of portfolio