Sax Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,088 shares of VPU stock, worth $1.03 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,088

Previous 6,034 0.89%

Holding current value

$1.03 Million

Previous $1.05 Million 5.33%

% of portfolio

0.08%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$160.52 - $179.11 $8,668 - $9,671	54 Added 0.89%	6,088 $994,000
Q3 2024 Oct 17, 2024	BUY	$146.64 - $174.54 $4,985 - $5,934	34 Added 0.57%	6,034 $1.05 Million
Q2 2024 Jul 12, 2024	BUY	$136.04 - $157.94 $22,582 - $26,218	166 Added 2.85%	6,000 $887,000
Q1 2024 May 13, 2024	BUY	$129.56 - $142.58 $69,444 - $76,422	536 Added 10.12%	5,834 $831,000
Q4 2023 Feb 14, 2024	BUY	$121.65 - $142.23 $9,367 - $10,951	77 Added 1.47%	5,298 $726,000
Q3 2023 Nov 07, 2023	BUY	$127.23 - $148.54 $3,816 - $4,456	30 Added 0.58%	5,221 $665,000
Q1 2023 May 05, 2023	BUY	$139.89 - $156.95 $4,196 - $4,708	30 Added 0.58%	5,191 $765,000
Q4 2022 Feb 06, 2023	BUY	$134.2 - $158.16 $75,420 - $88,885	562 Added 12.22%	5,161 $791,000
Q3 2022 Nov 08, 2022	SELL	$142.26 - $169.41 $5,263 - $6,268	-37 Reduced 0.8%	4,599 $654,000
Q2 2022 Aug 11, 2022	BUY	$141.44 - $166.95 $3,677 - $4,340	26 Added 0.56%	4,636 $706,000
Q1 2022 Apr 20, 2022	BUY	$141.64 - $162.04 $3,399 - $3,888	24 Added 0.52%	4,610 $746,000
Q4 2021 Feb 07, 2022	BUY	$139.21 - $156.4 $638,417 - $717,250	4,586 New	4,586 $717,000

Others Institutions Holding VPU

# of Institutions

625

Shares Held

17.4M

Call Options Held

39.4K

Put Options Held

20.4K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Vanguard Utilities ETF Transaction History