Sugarloaf Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 10 shares of VOT stock, worth $2,798. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10
Previous 10
-0.0%
Holding current value
$2,798
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
1,159Shares Held
41.5MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.22MShares$621 Million1.31% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio