Sax Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 14,010 shares of VIG stock, worth $2.55 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,010

Previous 13,981 0.21%

Holding current value

$2.55 Million

Previous $2.55 Million 0.04%

% of portfolio

0.23%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$182.15 - $182.15 $5,282 - $5,282	29 Added 0.21%	14,010 $2.55 Million
Q2 2024 Jul 12, 2024	SELL	$173.33 - $185.29 $262,594 - $280,714	-1,515 Reduced 9.78%	13,981 $2.55 Million
Q1 2024 May 13, 2024	BUY	$168.47 - $182.98 $247,482 - $268,797	1,469 Added 10.47%	15,496 $2.83 Million
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $450 - $513	3 Added 0.02%	14,027 $2.39 Million
Q3 2023 Nov 07, 2023	BUY	$155.38 - $166.95 $126,790 - $136,231	816 Added 6.18%	14,024 $2.18 Million
Q2 2023 Aug 10, 2023	BUY	$152.74 - $162.43 $135,633 - $144,237	888 Added 7.21%	13,208 $2.15 Million
Q1 2023 May 05, 2023	BUY	$147.24 - $158.33 $35,484 - $38,157	241 Added 2.0%	12,320 $1.9 Million
Q4 2022 Feb 06, 2023	SELL	$144.84 - $158.71 $233,192 - $255,523	-1,610 Reduced 11.76%	12,079 $1.83 Million
Q3 2022 Nov 08, 2022	BUY	N/A	1 Added 0.01%	13,689 $1.85 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-298 Reduced 2.13%	13,688 $1.96 Million
Q1 2022 Apr 20, 2022	SELL	N/A	-589 Reduced 4.04%	13,986 $2.27 Million
Q4 2021 Feb 07, 2022	BUY	N/A	762 Added 5.52%	14,575 $2.5 Million
Q3 2021 Dec 10, 2021	SELL	N/A	-77 Reduced 0.55%	13,813 $2.12 Million
Q2 2021 Aug 12, 2021	SELL	N/A	-12,039 Reduced 46.43%	13,890 $2.15 Million
Q1 2021 May 14, 2021	BUY	N/A	14,278 Added 122.55%	25,929 $3.81 Million
Q4 2020 Feb 16, 2021	BUY	N/A	11,651 New	11,651 $1.65 Million

Others Institutions Holding VIG

# of Institutions

2,229

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Sax Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History