Sax Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,131 shares of VCIT stock, worth $252,984. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,131

Previous 4,761 34.24%

Holding current value

$252,984

Previous $398,000 36.93%

% of portfolio

0.02%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$80.13 - $83.77 $130,611 - $136,545	-1,630 Reduced 34.24%	3,131 $251,000
Q3 2024 Oct 17, 2024	SELL	$79.29 - $84.02 $25,769 - $27,306	-325 Reduced 6.39%	4,761 $398,000
Q2 2024 Jul 12, 2024	SELL	$77.99 - $80.49 $61,768 - $63,748	-792 Reduced 13.47%	5,086 $406,000
Q1 2024 May 13, 2024	SELL	$79.39 - $81.28 $155,128 - $158,821	-1,954 Reduced 24.95%	5,878 $473,000
Q4 2023 Feb 14, 2024	SELL	$73.81 - $81.64 $66,133 - $73,149	-896 Reduced 10.27%	7,832 $636,000
Q3 2023 Nov 07, 2023	BUY	$75.83 - $79.4 $1,213 - $1,270	16 Added 0.18%	8,728 $663,000
Q2 2023 Aug 10, 2023	SELL	$78.33 - $80.78 $1,331 - $1,373	-17 Reduced 0.19%	8,712 $688,000
Q1 2023 May 05, 2023	BUY	$77.23 - $81.35 $121,405 - $127,882	1,572 Added 21.96%	8,729 $700,000
Q4 2022 Feb 06, 2023	BUY	$73.66 - $79.75 $32,410 - $35,090	440 Added 6.55%	7,157 $554,000
Q3 2022 Nov 08, 2022	SELL	$74.85 - $82.96 $95,358 - $105,691	-1,274 Reduced 15.94%	6,717 $508,000
Q2 2022 Aug 11, 2022	SELL	$78.1 - $85.93 $560,758 - $616,977	-7,180 Reduced 47.33%	7,991 $639,000
Q1 2022 Apr 20, 2022	SELL	$85.05 - $92.24 $44,226 - $47,964	-520 Reduced 3.31%	15,171 $1.31 Million
Q4 2021 Feb 07, 2022	SELL	$92.55 - $94.67 $108,838 - $111,331	-1,176 Reduced 6.97%	15,691 $1.46 Million
Q3 2021 Dec 10, 2021	BUY	$94.41 - $96.13 $169,277 - $172,361	1,793 Added 11.89%	16,867 $1.59 Million
Q2 2021 Aug 12, 2021	SELL	$92.83 - $95.07 $19,865 - $20,344	-214 Reduced 1.4%	15,074 $1.43 Million
Q1 2021 May 14, 2021	SELL	$92.62 - $97.02 $234,606 - $245,751	-2,533 Reduced 14.21%	15,288 $1.42 Million
Q4 2020 Feb 16, 2021	BUY	$95.37 - $97.17 $1.7 Million - $1.73 Million	17,821 New	17,821 $1.73 Million

Others Institutions Holding VCIT

# of Institutions

1,199

Shares Held

488M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Sax Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History