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Vanguard Growth ETF shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 3.5k 344.17
2023-12-31 $1.0M 3.3k 310.85
2023-09-30 $218k 801 272.36
2023-06-30 $234k 826 282.87
2023-03-31 $206k 825 249.53
2022-12-31 $176k 825 213.05
2022-09-30 $178k 831 214.20
2022-06-30 $189k 847 223.14
2022-03-31 $302k 1.1k 287.62
2021-12-31 $299k 931 321.16
2021-09-30 $277k 955 290.05
2021-06-30 $274k 954 287.21
2021-03-31 $255k 1.1k 224.27
2020-12-31 $251k 991 253.28
2020-09-30 $226k 991 228.05
2020-06-30 $210k 1.0k 201.73
2020-03-31 $167k 1.1k 156.66
2019-12-31 $194k 1.1k 181.99