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 $359,226. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,115
Previous 3,998
27.94%
Holding current value
$359,226
Previous $293,000
18.43%
% of portfolio
0.07%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding VYMI
# of Institutions
567Shares Held
49.6MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$300 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$255 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.59MShares$182 Million4.76% of portfolio
-
Envestnet Asset Management Inc1.81MShares$127 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.76MShares$124 Million0.03% of portfolio