Sax Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 27,389 shares of VNQ stock, worth $2.45 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

27,389

Previous 21,638 26.58%

Holding current value

$2.45 Million

Previous $1.93 Million 28.65%

% of portfolio

0.18%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$85.55 - $94.34 $491,998 - $542,549	5,751 Added 26.58%	27,389 $2.48 Million
Q4 2024 Jan 15, 2025	SELL	$87.85 - $98.6 $2,811 - $3,155	-32 Reduced 0.15%	21,638 $1.93 Million
Q3 2024 Oct 17, 2024	BUY	$82.97 - $98.97 $96,825 - $115,497	1,167 Added 5.69%	21,670 $2.11 Million
Q2 2024 Jul 12, 2024	SELL	$78.61 - $85.97 $195,503 - $213,807	-2,487 Reduced 10.82%	20,503 $1.72 Million
Q1 2024 May 13, 2024	SELL	$82.58 - $89.12 $30,306 - $32,707	-367 Reduced 1.57%	22,990 $1.99 Million
Q4 2023 Feb 14, 2024	SELL	$71.05 - $89.54 $110,198 - $138,876	-1,551 Reduced 6.23%	23,357 $2.06 Million
Q3 2023 Nov 07, 2023	SELL	$75.44 - $86.89 $58,692 - $67,600	-778 Reduced 3.03%	24,908 $1.88 Million
Q2 2023 Aug 10, 2023	SELL	$78.4 - $83.98 $6,272 - $6,718	-80 Reduced 0.31%	25,686 $2.15 Million
Q1 2023 May 05, 2023	SELL	$77.59 - $93.7 $117,005 - $141,299	-1,508 Reduced 5.53%	25,766 $2.14 Million
Q4 2022 Feb 06, 2023	SELL	$76.14 - $88.09 $200,705 - $232,205	-2,636 Reduced 8.81%	27,274 $2.25 Million
Q3 2022 Nov 08, 2022	SELL	$79.28 - $102.13 $144,131 - $185,672	-1,818 Reduced 5.73%	29,910 $2.4 Million
Q2 2022 Aug 11, 2022	SELL	$87.04 - $112.5 $65,541 - $84,712	-753 Reduced 2.32%	31,728 $2.89 Million
Q1 2022 Apr 20, 2022	SELL	$99.96 - $115.1 $1.01 Million - $1.16 Million	-10,120 Reduced 23.76%	32,481 $3.52 Million
Q4 2021 Feb 07, 2022	SELL	$102.53 - $116.01 $721,196 - $816,014	-7,034 Reduced 14.17%	42,601 $4.94 Million
Q3 2021 Dec 10, 2021	SELL	$101.78 - $110.92 $5,089 - $5,546	-50 Reduced 0.1%	49,635 $5.05 Million
Q2 2021 Aug 12, 2021	BUY	$93.53 - $105.5 $136,366 - $153,819	1,458 Added 3.02%	49,685 $5.06 Million
Q1 2021 May 14, 2021	BUY	$81.97 - $92.98 $240,745 - $273,082	2,937 Added 6.48%	48,227 $4.43 Million
Q4 2020 Feb 16, 2021	BUY	$76.08 - $86.67 $3.45 Million - $3.93 Million	45,290 New	45,290 $3.85 Million

Others Institutions Holding VNQ

# of Institutions

1,933

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History