Sax Wealth Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 33,886 shares of VWO stock, worth $1.52 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

33,886

Previous 24,315 39.36%

Holding current value

$1.52 Million

Previous $1.16 Million 28.29%

% of portfolio

0.12%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$44.04 - $49.49 $421,506 - $473,668	9,571 Added 39.36%	33,886 $1.49 Million
Q3 2024 Oct 17, 2024	BUY	$41.9 - $48.26 $160,016 - $184,304	3,819 Added 18.63%	24,315 $1.16 Million
Q2 2024 Jul 12, 2024	BUY	$40.83 - $44.89 $164,749 - $181,131	4,035 Added 24.51%	20,496 $896,000
Q1 2024 May 13, 2024	SELL	$39.04 - $42.23 $232,639 - $251,648	-5,959 Reduced 26.58%	16,461 $687,000
Q4 2023 Feb 14, 2024	SELL	$37.74 - $41.31 $91,179 - $99,804	-2,416 Reduced 9.73%	22,420 $921,000
Q3 2023 Nov 07, 2023	SELL	$39.04 - $43.07 $232,366 - $256,352	-5,952 Reduced 19.33%	24,836 $973,000
Q2 2023 Aug 10, 2023	SELL	$39.05 - $42.09 $4,139 - $4,461	-106 Reduced 0.34%	30,788 $1.25 Million
Q1 2023 May 05, 2023	SELL	$38.45 - $43.18 $40,449 - $45,425	-1,052 Reduced 3.29%	30,894 $1.25 Million
Q4 2022 Feb 06, 2023	SELL	$35.32 - $40.67 $154,984 - $178,459	-4,388 Reduced 12.08%	31,946 $1.25 Million
Q3 2022 Nov 08, 2022	SELL	$36.49 - $42.54 $348,005 - $405,703	-9,537 Reduced 20.79%	36,334 $1.33 Million
Q2 2022 Aug 11, 2022	SELL	$40.48 - $47.83 $502,518 - $593,761	-12,414 Reduced 21.3%	45,871 $1.91 Million
Q1 2022 Aug 11, 2022	SELL	$42.79 - $51.23 $34,445 - $41,240	-805 Reduced 1.36%	58,285 $2.69 Million
Q1 2022 Apr 20, 2022	SELL	$42.79 - $51.23 $1.7 Million - $2.04 Million	-39,843 Reduced 40.27%	59,090 $2.73 Million
Q4 2021 Feb 07, 2022	BUY	$47.81 - $52.33 $80,655 - $88,280	1,687 Added 1.73%	98,933 $4.89 Million
Q3 2021 Dec 10, 2021	BUY	$49.35 - $54.02 $185,111 - $202,629	3,751 Added 4.01%	97,246 $4.86 Million
Q2 2021 Aug 12, 2021	BUY	$50.96 - $55.14 $788,911 - $853,622	15,481 Added 19.84%	93,495 $5.08 Million
Q1 2021 May 14, 2021	BUY	$50.34 - $56.49 $521,623 - $585,349	10,362 Added 15.32%	78,014 $4.06 Million
Q4 2020 Feb 16, 2021	BUY	$43.14 - $50.24 $2.92 Million - $3.4 Million	67,652 New	67,652 $3.39 Million

Others Institutions Holding VWO

# of Institutions

2,327

Shares Held

1.24B

Call Options Held

1.38M

Put Options Held

1.61M

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About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Sax Wealth Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History