SUGARLOAF WEALTH MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$1.06M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.42% | 609 shares | 61K | $179.47 | 5.94K |
| Q2 2022 | share | Increase | +1.25% | 66 shares | -193K | $188.62 | 5.33K |
| Q1 2022 | share | Increase | +0.17% | 9 shares | -71K | $227.67 | 5.26K |
| Q4 2021 | share | Increase | +0.21% | 11 shares | 105K | $242.21 | 5.25K |
| Q3 2021 | share | Increase | +0.17% | 9 shares | -2K | $222.06 | 5.24K |
| Q2 2021 | share | Increase | +637.89% | 4.52K shares | 86K | $222.12 | 5.23K |
| Q1 2021 | share | Decrease | -86.40% | -4.50K shares | 65K | $205.41 | 710 |
| Q4 2020 | share | Increase | +0.23% | 12 shares | 129K | $192.8 | 5.21K |
| Q3 2020 | share | Decrease | -2.60% | -139 shares | 50K | $168.02 | 5.20K |
| Q2 2020 | share | Increase | +0.26% | 14 shares | 150K | $153.8 | 5.34K |
| Q1 2020 | share | Increase | +0.26% | 14 shares | -183K | $126.1 | 5.33K |
| Q4 2019 | share | Increase | 0.00% | 5.31K shares | 870K | $159.31 | 5.31K |