Sax Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Sax Wealth Advisors, LLC

$1.04 Billion
Q2 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,151 shares of VBK stock, worth $308,249. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,151

Previous 1,151 -0.0%

Holding current value

$308,249

Previous $300,000 4.33%

% of portfolio

0.03%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$231.0 - $260.72 $45,738 - $51,622	-198 Reduced 14.68%	1,151 $300,000
Q4 2023 Feb 14, 2024	BUY	$196.36 - $245.46 $37,701 - $47,128	192 Added 16.59%	1,349 $326,000
Q3 2023 Nov 07, 2023	SELL	$210.59 - $239.48 $189,531 - $215,532	-900 Reduced 43.75%	1,157 $247,000
Q2 2023 Aug 10, 2023	SELL	$209.12 - $229.74 $8,155 - $8,959	-39 Reduced 1.86%	2,057 $472,000
Q4 2022 Feb 06, 2023	BUY	$192.0 - $216.09 $192 - $216	1 Added 0.05%	2,096 $420,000
Q3 2022 Nov 08, 2022	BUY	$192.77 - $237.17 $49,541 - $60,952	257 Added 13.98%	2,095 $409,000
Q2 2022 Aug 11, 2022	SELL	$188.16 - $253.27 $54,190 - $72,941	-288 Reduced 13.55%	1,838 $362,000
Q1 2022 Aug 11, 2022	SELL	$224.28 - $282.83 $43,061 - $54,303	-192 Reduced 8.28%	2,126 $528,000
Q4 2021 Feb 07, 2022	BUY	$269.22 - $305.79 $13,730 - $15,595	51 Added 2.25%	2,318 $653,000
Q2 2021 Aug 12, 2021	BUY	$260.67 - $292.07 $260 - $292	1 Added 0.04%	2,267 $657,000
Q1 2021 May 14, 2021	BUY	$262.76 - $302.04 $62,536 - $71,885	238 Added 11.74%	2,266 $622,000
Q4 2020 Feb 16, 2021	BUY	$216.78 - $272.28 $439,629 - $552,183	2,028 New	2,028 $543,000

Others Institutions Holding VBK

# of Institutions

1,063

Shares Held

41.3M

Call Options Held

30.1K

Put Options Held

19.9K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History