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 5,923 shares of VO stock, worth $1.58 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,923
Previous 5,993 1.17%
Holding current value
$1.58 Million
Previous $1.45 Million 7.72%
% of portfolio
0.14%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.