Sax Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,238 shares of VV stock, worth $897,962. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,238

Previous 3,549 8.76%

Holding current value

$897,962

Previous $934,000 6.53%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$260.27 - $280.65 $80,943 - $87,282	-311 Reduced 8.76%	3,238 $873,000
Q3 2024 Oct 17, 2024	BUY	$236.92 - $263.4 $302,783 - $336,625	1,278 Added 56.27%	3,549 $934,000
Q2 2024 Jul 12, 2024	BUY	$227.27 - $251.65 $78,408 - $86,819	345 Added 17.91%	2,271 $566,000
Q1 2024 May 13, 2024	BUY	$214.62 - $240.49 $7,082 - $7,936	33 Added 1.74%	1,926 $461,000
Q1 2023 May 05, 2023	BUY	$172.79 - $190.36 $30,238 - $33,313	175 Added 10.19%	1,893 $353,000
Q4 2022 Feb 06, 2023	SELL	$162.98 - $185.93 $26,565 - $30,306	-163 Reduced 8.67%	1,718 $299,000
Q1 2022 Aug 11, 2022	SELL	$191.25 - $221.63 $191,250 - $221,630	-1,000 Reduced 34.71%	1,881 $392,000
Q3 2021 Dec 10, 2021	BUY	$199.12 - $212.29 $231,576 - $246,893	1,163 Added 67.69%	2,881 $579,000
Q4 2020 Feb 16, 2021	BUY	$152.54 - $175.74 $262,063 - $301,921	1,718 New	1,718 $302,000

Others Institutions Holding VV

# of Institutions

1,228

Shares Held

105M

Call Options Held

29.3K

Put Options Held

25.9K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Sax Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History