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Sugarloaf Wealth Management’s Vital Farms VITL Stock Holding History

Sugarloaf Wealth Management’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-32
Closed -$1K – 869
2022
Q3 		$1K Hold
32
– – ﹤0.01% 808
2022
Q2 		$0 Hold
32
– – ﹤0.01% 837
2022
Q1 		$0 Hold
32
– – ﹤0.01% 763
2021
Q4 		$1K Hold
32
– – ﹤0.01% 731
2021
Q3 		$1K Hold
32
– – ﹤0.01% 746
2021
Q2 		$1K Hold
32
– – ﹤0.01% 736
2021
Q1 		$1 Hold
32
– – ﹤0.01% 728
2020
Q4 		$1K Buy
+32
New +$1.01K ﹤0.01% 697

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DCM
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PAMS
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Sugarloaf Wealth Management's VITL Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Vital Farms (VITL) in Q4 2022, closing a stake of 32 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in VITL in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 120 funds tracked by Wall St. Rank hold VITL as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Vital Farms position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 32 Vital Farms shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Vital Farms in Q4 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's Vital Farms position peaked at $1K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Vital Farms as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.