Sax Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,565 shares of VUG stock, worth $3.54 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,565

Previous 5,485 56.15%

Holding current value

$3.54 Million

Previous $2.25 Million 41.09%

% of portfolio

0.23%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$369.1 - $427.61 $1.14 Million - $1.32 Million	3,080 Added 56.15%	8,565 $3.18 Million
Q4 2024 Jan 15, 2025	BUY	$378.79 - $428.11 $67,424 - $76,203	178 Added 3.35%	5,485 $2.25 Million
Q3 2024 Oct 17, 2024	BUY	$341.08 - $391.94 $3,410 - $3,919	10 Added 0.19%	5,307 $2.04 Million
Q2 2024 Jul 12, 2024	BUY	$322.46 - $377.11 $113,183 - $132,365	351 Added 7.1%	5,297 $1.98 Million
Q1 2024 May 13, 2024	BUY	$301.05 - $346.61 $301 - $346	1 Added 0.02%	4,946 $1.7 Million
Q4 2023 Feb 14, 2024	BUY	$261.54 - $312.16 $59,892 - $71,484	229 Added 4.86%	4,945 $1.54 Million
Q3 2023 Nov 07, 2023	BUY	$269.56 - $293.5 $82,215 - $89,517	305 Added 6.91%	4,716 $1.28 Million
Q2 2023 Aug 10, 2023	BUY	$243.06 - $282.96 $69,272 - $80,643	285 Added 6.91%	4,411 $1.25 Million
Q1 2023 May 05, 2023	SELL	$209.25 - $249.44 $8,370 - $9,977	-40 Reduced 0.96%	4,126 $1.03 Million
Q4 2022 Feb 06, 2023	SELL	$208.44 - $233.81 $40,854 - $45,826	-196 Reduced 4.49%	4,166 $887,000
Q3 2022 Nov 08, 2022	BUY	$213.95 - $266.28 $11,767 - $14,645	55 Added 1.28%	4,362 $933,000
Q2 2022 Aug 11, 2022	BUY	$214.97 - $293.87 $4,299 - $5,877	20 Added 0.47%	4,307 $960,000
Q1 2022 Apr 20, 2022	SELL	$254.37 - $323.09 $30,524 - $38,770	-120 Reduced 2.72%	4,287 $1.23 Million
Q4 2021 Feb 07, 2022	BUY	$287.0 - $325.67 $99,302 - $112,681	346 Added 8.52%	4,407 $1.41 Million
Q3 2021 Dec 10, 2021	BUY	$286.49 - $308.98 $160,720 - $173,337	561 Added 16.03%	4,061 $1.18 Million
Q2 2021 Aug 12, 2021	BUY	$257.69 - $287.23 $25,253 - $28,148	98 Added 2.88%	3,500 $1 Million
Q1 2021 May 14, 2021	BUY	$243.15 - $268.9 $486 - $537	2 Added 0.06%	3,402 $874,000
Q4 2020 Feb 16, 2021	BUY	$220.77 - $253.46 $750,618 - $861,764	3,400 New	3,400 $861,000

Others Institutions Holding VUG

# of Institutions

2,678

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Vanguard Growth ETF Transaction History