Vanguard Small-Cap ETF shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $481k | 2.1k | 228.58 |
| 2023-12-31 | $414k | 1.9k | 213.33 |
| 2023-09-30 | $75k | 395 | 189.27 |
| 2023-06-30 | $78k | 394 | 199.01 |
| 2023-03-31 | $75k | 393 | 189.59 |
| 2022-12-31 | $114k | 621 | 183.56 |
| 2022-09-30 | $106k | 620 | 170.97 |
| 2022-06-30 | $109k | 619 | 176.09 |
| 2022-03-31 | $131k | 617 | 212.32 |
| 2021-12-31 | $139k | 617 | 225.28 |
| 2021-09-30 | $155k | 707 | 219.24 |
| 2021-06-30 | $159k | 706 | 225.21 |
| 2021-03-31 | $141k | 991 | 142.28 |
| 2020-12-31 | $128k | 657 | 194.83 |
| 2020-09-30 | $101k | 653 | 154.67 |
| 2020-06-30 | $95k | 651 | 145.93 |
| 2020-03-31 | $75k | 650 | 115.38 |
| 2019-12-31 | $107k | 647 | 165.38 |
More positions owned by Sugarloaf Wealth Management
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