Sax Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$74.51 - $76.61 $89,188 - $91,702
-1,197 Reduced 19.44%
4,961 $374,000
Q4 2023

Feb 14, 2024
SELL
$70.49 - $76.74 $66,542 - $72,442
-944 Reduced 13.29%
6,158 $470,000
Q3 2023

Nov 07, 2023
SELL
$72.11 - $75.67 $63,601 - $66,740
-882 Reduced 11.05%
7,102 $513,000
Q2 2023

Aug 10, 2023
BUY
$74.96 - $77.47 $8,920 - $9,218
119 Added 1.51%
7,984 $600,000
Q1 2023

May 05, 2023
BUY
$73.57 - $77.31 $17,215 - $18,090
234 Added 3.07%
7,865 $603,000
Q4 2022

Feb 06, 2023
SELL
$71.64 - $76.32 $203,099 - $216,367
-2,835 Reduced 27.09%
7,631 $567,000
Q3 2022

Nov 08, 2022
SELL
$72.72 - $79.93 $91,336 - $100,392
-1,256 Reduced 10.71%
10,466 $769,000
Q2 2022

Aug 11, 2022
SELL
$75.37 - $81.44 $51,628 - $55,786
-685 Reduced 5.52%
11,722 $910,000
Q1 2022

Aug 11, 2022
SELL
$81.03 - $87.06 $12,316 - $13,233
-152 Reduced 1.21%
12,407 $1.02 Million
Q1 2022

Apr 20, 2022
SELL
$81.03 - $87.06 $53,236 - $57,198
-657 Reduced 4.97%
12,559 $1.03 Million
Q4 2021

Feb 07, 2022
SELL
$87.51 - $89.66 $1,137 - $1,165
-13 Reduced 0.1%
13,216 $1.16 Million
Q3 2021

Dec 10, 2021
BUY
$89.41 - $91.32 $301,132 - $307,565
3,368 Added 34.15%
13,229 $1.18 Million
Q2 2021

Aug 12, 2021
BUY
$88.27 - $90.15 $197,106 - $201,304
2,233 Added 29.27%
9,861 $887,000
Q1 2021

May 14, 2021
BUY
$88.61 - $92.83 $54,495 - $57,090
615 Added 8.77%
7,628 $677,000
Q4 2020

Feb 16, 2021
BUY
$92.55 - $93.62 $649,053 - $656,557
7,013 New
7,013 $651,000

Others Institutions Holding BIV

# of Institutions
899
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

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