Sax Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,846 shares of VCSH stock, worth $380,362. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,846

Previous 2,864 69.2%

Holding current value

$380,362

Previous $227,000 66.52%

% of portfolio

0.03%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$77.86 - $79.27 $154,318 - $157,113	1,982 Added 69.2%	4,846 $378,000
Q2 2024 Jul 12, 2024	SELL	$76.35 - $77.35 $1.45 Million - $1.47 Million	-18,971 Reduced 86.88%	2,864 $221,000
Q1 2024 May 13, 2024	SELL	$76.87 - $77.64 $665,386 - $672,051	-8,656 Reduced 28.39%	21,835 $1.69 Million
Q4 2023 Feb 14, 2024	SELL	$74.49 - $77.37 $467,350 - $485,419	-6,274 Reduced 17.07%	30,491 $2.36 Million
Q3 2023 Nov 07, 2023	SELL	$74.99 - $75.99 $229,094 - $232,149	-3,055 Reduced 7.67%	36,765 $2.76 Million
Q2 2023 Aug 10, 2023	SELL	$75.46 - $76.54 $477,359 - $484,192	-6,326 Reduced 13.71%	39,820 $3.01 Million
Q1 2023 May 05, 2023	SELL	$74.76 - $76.57 $377,014 - $386,142	-5,043 Reduced 9.85%	46,146 $3.52 Million
Q4 2022 Feb 06, 2023	SELL	$73.35 - $75.8 $373,424 - $385,897	-5,091 Reduced 9.05%	51,189 $3.85 Million
Q3 2022 Nov 08, 2022	SELL	$74.01 - $77.39 $743,060 - $776,995	-10,040 Reduced 15.14%	56,280 $4.18 Million
Q2 2022 Aug 11, 2022	SELL	$75.21 - $77.95 $1.4 Million - $1.45 Million	-18,617 Reduced 21.92%	66,320 $5.06 Million
Q1 2022 Aug 11, 2022	SELL	$77.77 - $81.19 $37,718 - $39,377	-485 Reduced 0.57%	84,937 $6.63 Million
Q1 2022 Apr 20, 2022	SELL	$77.77 - $81.19 $621,771 - $649,114	-7,995 Reduced 8.56%	85,422 $6.67 Million
Q4 2021 Feb 07, 2022	BUY	$81.21 - $82.44 $528,352 - $536,354	6,506 Added 7.49%	93,417 $7.59 Million
Q3 2021 Dec 10, 2021	BUY	$82.36 - $82.87 $39,862 - $40,109	484 Added 0.56%	86,911 $7.16 Million
Q2 2021 Aug 12, 2021	BUY	$82.34 - $82.89 $937,276 - $943,536	11,383 Added 15.17%	86,427 $7.15 Million
Q1 2021 May 14, 2021	BUY	$82.19 - $83.24 $1.6 Million - $1.62 Million	19,480 Added 35.06%	75,044 $6.19 Million
Q4 2020 Feb 16, 2021	BUY	$82.66 - $83.25 $4.59 Million - $4.63 Million	55,564 New	55,564 $4.63 Million

Others Institutions Holding VCSH

# of Institutions

1,454

Shares Held

316M

Call Options Held

Put Options Held

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About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History