Sax Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 11,971 shares of VT stock, worth $1.48 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,971

Previous 10,126 18.22%

Holding current value

$1.48 Million

Previous $1.19 Million 16.74%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$115.08 - $123.97 $212,322 - $228,724	1,845 Added 18.22%	11,971 $1.39 Million
Q4 2024 Jan 15, 2025	BUY	$117.09 - $123.07 $29,857 - $31,382	255 Added 2.58%	10,126 $1.19 Million
Q3 2024 Oct 17, 2024	BUY	$107.72 - $119.96 $194,757 - $216,887	1,808 Added 22.42%	9,871 $1.18 Million
Q2 2024 Jul 12, 2024	BUY	$104.94 - $113.51 $51,525 - $55,733	491 Added 6.48%	8,063 $908,000
Q1 2024 May 13, 2024	BUY	$100.68 - $110.5 $39,567 - $43,426	393 Added 5.47%	7,572 $836,000
Q4 2023 Feb 14, 2024	BUY	$88.97 - $103.1 $5,249 - $6,082	59 Added 0.83%	7,179 $738,000
Q3 2023 Nov 07, 2023	BUY	$92.79 - $100.59 $51,312 - $55,626	553 Added 8.42%	7,120 $663,000
Q2 2023 Aug 10, 2023	SELL	$91.33 - $98.06 $6,027 - $6,471	-66 Reduced 1.0%	6,567 $636,000
Q1 2023 May 05, 2023	BUY	$86.24 - $94.55 $6,554 - $7,185	76 Added 1.16%	6,633 $610,000
Q4 2022 Feb 06, 2023	BUY	$78.67 - $91.07 $3,618 - $4,189	46 Added 0.71%	6,557 $565,000
Q3 2022 Nov 08, 2022	BUY	$78.88 - $94.48 $2,445 - $2,928	31 Added 0.48%	6,511 $514,000
Q2 2022 Aug 11, 2022	BUY	$83.88 - $102.77 $4,277 - $5,241	51 Added 0.79%	6,480 $553,000
Q1 2022 Apr 20, 2022	BUY	$93.8 - $108.09 $3,845 - $4,431	41 Added 0.64%	6,429 $651,000
Q4 2021 Feb 07, 2022	BUY	$101.45 - $109.23 $648,062 - $697,761	6,388 New	6,388 $686,000

Others Institutions Holding VT

# of Institutions

1,107

Shares Held

110M

Call Options Held

337K

Put Options Held

118K

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About VANGUARD TOTAL WORLD STK INDEX

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Sax Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History