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 $15,031. This represents 0.0% of its overall portfolio holdings.
Number of Shares
77
Previous 77
-0.0%
Holding current value
$15,031
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,547Shares Held
92.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.6 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$745 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$733 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$722 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$465 Million0.49% of portfolio