Sugarloaf Wealth Management, LLC VIGI Holdings History
Sugarloaf Wealth Management, LLC's Vanguard International Dividend Appreciation ETF Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 374,230.00 shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $29.93 Mil. This investment constitutes 5.66% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0.41% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.
The initial trade took place in 2022Q2. And since then Sugarloaf Wealth Management, LLC has made 10 purchases of VIGI, at an average price of $74.31, for a total of 382,259.00 shares. In addition, there have been 1 sales at an average price of $73.71 for 8,029.00 shares. Based on historical transaction data and VIGI's current price of $88.51, Sugarloaf Wealth Management, LLC's estimated gain on his VIGI holdings is $5.31 Mil, reflecting a 18.69% gain to date.
Sugarloaf Wealth Management, LLC VIGI ($88.51) Holding Chart
Sugarloaf Wealth Management, LLC VIGI ($88.51) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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