Sax Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 11,347 shares of IVOO stock, worth $1.28 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,347

Previous 11,340 0.06%

Holding current value

$1.28 Million

Previous $1.12 Million 6.68%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$97.05 - $106.1 $679 - $742	7 Added 0.06%	11,347 $1.2 Million
Q1 2024 May 13, 2024	BUY	$90.9 - $103.01 $454 - $515	5 Added 0.04%	11,340 $1.17 Million
Q4 2023 Feb 14, 2024	BUY	$78.64 - $94.88 $1,100 - $1,328	14 Added 0.12%	11,335 $1.07 Million
Q3 2023 Nov 07, 2023	BUY	$83.66 - $92.16 $501 - $552	6 Added 0.05%	11,321 $956,000
Q1 2023 May 05, 2023	BUY	$80.26 - $183.76 $454,271 - $1.04 Million	5,660 Added 100.09%	11,315 $958,000
Q4 2022 Feb 06, 2023	SELL	$75.71 - $174.3 $8,706 - $20,044	-115 Reduced 1.99%	5,655 $924,000
Q2 2022 Aug 11, 2022	BUY	$74.48 - $91.47 $223 - $274	3 Added 0.05%	5,770 $884,000
Q1 2022 Apr 20, 2022	BUY	$85.0 - $96.56 $170 - $193	2 Added 0.03%	5,767 $1.05 Million
Q4 2021 Feb 07, 2022	BUY	$89.97 - $98.34 $1,169 - $1,278	13 Added 0.23%	5,765 $1.1 Million
Q2 2021 Aug 12, 2021	BUY	$88.32 - $93.52 $353 - $374	4 Added 0.07%	5,752 $1.05 Million
Q1 2021 May 14, 2021	SELL	$76.54 - $90.63 $3,827 - $4,531	-50 Reduced 0.86%	5,748 $1.01 Million
Q4 2020 Feb 16, 2021	BUY	$63.55 - $78.08 $368,462 - $452,707	5,798 New	5,798 $902,000

Others Institutions Holding IVOO

# of Institutions

270

Shares Held

10.4M

Call Options Held

3.5K

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Sax Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History