SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard Mega Cap Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$536,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
Vanguard Mega Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -30K | $124.82 | 4.29K | |
| Q2 2022 | share | Increase | +0.30% | 13 shares | -115K | $131.81 | 4.29K |
| Q1 2022 | share | Increase | +0.21% | 9 shares | -37K | $159.04 | 4.27K |
| Q4 2021 | share | Decrease | -7.03% | -323 shares | 18K | $168.71 | 4.27K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $152.39 | 4.59K | |
| Q2 2021 | share | Increase | +0.31% | 14 shares | 58K | $151.84 | 4.59K |
| Q1 2021 | share | Increase | +0.31% | 14 shares | 33K | $139.34 | 4.57K |
| Q4 2020 | share | Increase | +0.46% | 21 shares | 64K | $132.19 | 4.56K |
| Q3 2020 | share | Increase | +0.33% | 15 shares | 49K | $118.22 | 4.54K |
| Q2 2020 | share | Increase | +0.44% | 20 shares | 86K | $107.56 | 4.52K |
| Q1 2020 | share | Increase | +0.49% | 22 shares | -91K | $88.99 | 4.50K |
| Q4 2019 | share | Increase | 0.00% | 4.48K shares | 501K | $108.78 | 4.48K |