Sax Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Sax Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$46.72 - $48.12 $23,360 - $24,060	-500 Reduced 6.7%	6,965 $330,000
Q3 2023 Nov 07, 2023	SELL	$46.9 - $47.47 $48,635 - $49,226	-1,037 Reduced 12.2%	7,465 $352,000
Q1 2023 May 05, 2023	SELL	$46.62 - $47.83 $30,303 - $31,089	-650 Reduced 7.1%	8,502 $406,000
Q4 2022 Feb 06, 2023	SELL	$46.71 - $48.22 $154,002 - $158,981	-3,297 Reduced 26.48%	9,152 $427,000
Q3 2022 Nov 08, 2022	SELL	$48.11 - $50.34 $9,670 - $10,118	-201 Reduced 1.59%	12,449 $599,000
Q2 2022 Aug 11, 2022	BUY	$50.05 - $51.06 $633,132 - $645,909	12,650 New	12,650 $634,000

758

140M

14.1K

7.6K

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