Sax Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 18,654 shares of VB stock, worth $4.26 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

18,654

Previous 8,343 123.59%

Holding current value

$4.26 Million

Previous $2 Million 106.39%

% of portfolio

0.3%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$217.89 - $252.64 $2.25 Million - $2.6 Million	10,311 Added 123.59%	18,654 $4.14 Million
Q4 2024 Jan 15, 2025	BUY	$233.76 - $261.58 $57,271 - $64,087	245 Added 3.03%	8,343 $2 Million
Q3 2024 Oct 17, 2024	BUY	$214.77 - $237.72 $226,582 - $250,794	1,055 Added 14.98%	8,098 $1.92 Million
Q2 2024 Jul 12, 2024	BUY	$210.76 - $226.94 $910,061 - $979,926	4,318 Added 158.46%	7,043 $1.54 Million
Q1 2024 May 13, 2024	BUY	$204.0 - $228.59 $1,020 - $1,142	5 Added 0.18%	2,725 $622,000
Q4 2023 Feb 14, 2024	BUY	$175.26 - $215.9 $175 - $215	1 Added 0.04%	2,720 $580,000
Q3 2023 Nov 07, 2023	SELL	$186.24 - $208.75 $20,486 - $22,962	-110 Reduced 3.89%	2,719 $514,000
Q2 2023 Aug 10, 2023	BUY	$181.26 - $198.89 $40,058 - $43,954	221 Added 8.47%	2,829 $562,000
Q1 2023 May 05, 2023	BUY	$179.51 - $208.76 $9,155 - $10,646	51 Added 1.99%	2,608 $494,000
Q4 2022 Feb 06, 2023	BUY	$172.82 - $196.57 $172 - $196	1 Added 0.04%	2,557 $469,000
Q1 2022 Aug 11, 2022	SELL	$198.73 - $227.97 $182,632 - $209,504	-919 Reduced 26.45%	2,556 $543,000
Q1 2022 Apr 20, 2022	SELL	$198.73 - $227.97 $2,583 - $2,963	-13 Reduced 0.37%	3,475 $738,000
Q4 2021 Feb 07, 2022	BUY	$215.13 - $239.37 $107,349 - $119,445	499 Added 16.69%	3,488 $788,000
Q2 2021 Aug 12, 2021	SELL	$211.77 - $228.05 $19,059 - $20,524	-90 Reduced 2.92%	2,989 $673,000
Q1 2021 May 14, 2021	BUY	$191.53 - $223.48 $14,364 - $16,761	75 Added 2.5%	3,079 $659,000
Q4 2020 Feb 16, 2021	BUY	$156.0 - $196.91 $468,624 - $591,517	3,004 New	3,004 $585,000

Others Institutions Holding VB

# of Institutions

2,368

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History