Sugarloaf Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 77 shares of VBR stock, worth $15,820. This represents 0.0% of its overall portfolio holdings.
Number of Shares
77
Previous 77
-0.0%
Holding current value
$15,820
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,798Shares Held
91.3MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio