Sax Wealth Advisors, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,844 shares of VBR stock, worth $537,459. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,844
Previous 2,568 10.75%
Holding current value
$537,459
Previous $508,000 4.13%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$183.02 - $207.75 $50,513 - $57,339
276 Added 10.75%
2,844 $529,000
Q4 2024

Jan 15, 2025
BUY
$197.36 - $217.3 $183,742 - $202,306
931 Added 56.87%
2,568 $508,000
Q3 2024

Oct 17, 2024
SELL
$179.99 - $201.6 $60,836 - $68,140
-338 Reduced 17.11%
1,637 $328,000
Q2 2024

Jul 12, 2024
SELL
$177.65 - $191.11 $83,673 - $90,012
-471 Reduced 19.26%
1,975 $360,000
Q1 2024

May 13, 2024
BUY
$172.45 - $191.88 $156,757 - $174,418
909 Added 59.14%
2,446 $469,000
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $4,624 - $5,640
31 Added 2.06%
1,537 $276,000
Q3 2023

Nov 07, 2023
BUY
$157.33 - $174.39 $236,938 - $262,631
1,506 New
1,506 $240,000
Q2 2022

Aug 11, 2022
SELL
$146.67 - $178.24 $175,857 - $213,709
-1,199 Closed
0 $0
Q1 2022

Aug 11, 2022
SELL
$165.62 - $182.58 $71,216 - $78,509
-430 Reduced 26.4%
1,199 $211,000
Q4 2021

Feb 07, 2022
SELL
$168.72 - $185.72 $55,002 - $60,544
-326 Reduced 16.68%
1,629 $291,000
Q2 2021

Aug 12, 2021
SELL
$166.46 - $180.76 $28,797 - $31,271
-173 Reduced 8.13%
1,955 $340,000
Q1 2021

May 14, 2021
SELL
$139.89 - $172.72 $87,431 - $107,950
-625 Reduced 22.7%
2,128 $352,000
Q4 2020

Feb 16, 2021
BUY
$111.89 - $142.79 $308,033 - $393,100
2,753 New
2,753 $392,000

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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