Sax Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,898 shares of VO stock, worth $1.86 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,898

Previous 5,961 15.72%

Holding current value

$1.86 Million

Previous $1.57 Million 13.28%

% of portfolio

0.13%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$251.87 - $277.95 $236,002 - $260,439	937 Added 15.72%	6,898 $1.78 Million
Q4 2024 Jan 15, 2025	BUY	$261.5 - $284.63 $9,937 - $10,815	38 Added 0.64%	5,961 $1.57 Million
Q3 2024 Oct 17, 2024	SELL	$237.84 - $263.83 $16,648 - $18,468	-70 Reduced 1.17%	5,923 $1.56 Million
Q2 2024 Jul 12, 2024	SELL	$234.99 - $248.98 $81,071 - $85,898	-345 Reduced 5.44%	5,993 $1.45 Million
Q1 2024 May 13, 2024	BUY	$225.86 - $249.86 $38,170 - $42,226	169 Added 2.74%	6,338 $1.58 Million
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $12,522 - $14,972	64 Added 1.05%	6,169 $1.44 Million
Q3 2023 Nov 07, 2023	SELL	$206.6 - $228.23 $61,360 - $67,784	-297 Reduced 4.64%	6,105 $1.27 Million
Q2 2023 Aug 10, 2023	BUY	$203.43 - $220.16 $1,830 - $1,981	9 Added 0.14%	6,402 $1.41 Million
Q1 2023 May 05, 2023	BUY	$200.2 - $225.98 $800 - $903	4 Added 0.06%	6,393 $1.35 Million
Q4 2022 Feb 06, 2023	SELL	$186.57 - $217.26 $326,684 - $380,422	-1,751 Reduced 21.51%	6,389 $1.3 Million
Q3 2022 Nov 08, 2022	BUY	$187.98 - $227.42 $939 - $1,137	5 Added 0.06%	8,140 $1.53 Million
Q2 2022 Aug 11, 2022	BUY	$190.36 - $240.41 $189,598 - $239,448	996 Added 13.95%	8,135 $1.6 Million
Q1 2022 Aug 11, 2022	SELL	$219.86 - $253.39 $311,541 - $359,053	-1,417 Reduced 16.56%	7,139 $1.7 Million
Q1 2022 Apr 20, 2022	BUY	$219.86 - $253.39 $119,823 - $138,097	545 Added 6.8%	8,556 $2.04 Million
Q4 2021 Feb 07, 2022	BUY	$236.98 - $261.2 $52,372 - $57,725	221 Added 2.84%	8,011 $2.04 Million
Q2 2021 Aug 12, 2021	SELL	$223.23 - $238.25 $1.84 Million - $1.96 Million	-8,224 Reduced 51.36%	7,790 $1.85 Million
Q1 2021 May 14, 2021	BUY	$203.74 - $225.89 $1.78 Million - $1.97 Million	8,716 Added 119.43%	16,014 $3.55 Million
Q4 2020 Feb 16, 2021	BUY	$176.14 - $208.21 $1.29 Million - $1.52 Million	7,298 New	7,298 $1.51 Million

Others Institutions Holding VO

# of Institutions

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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 Mid Cap ETF Transaction History