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 $14,285. This represents 0.0% of its overall portfolio holdings.
Number of Shares
77
Previous 77
-0.0%
Holding current value
$14,285
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,708Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$445 Million0.45% of portfolio