Sax Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 11,353 shares of IVOO stock, worth $1.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,353
Previous 11,347 0.05%
Holding current value
$1.16 Million
Previous $1.2 Million 0.08%
% of portfolio
0.1%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$104.52 - $115.08 $627 - $690
6 Added 0.05%
11,353 $1.2 Million
Q3 2024

Oct 17, 2024
BUY
$97.05 - $106.1 $679 - $742
7 Added 0.06%
11,347 $1.2 Million
Q1 2024

May 13, 2024
BUY
$90.9 - $103.01 $454 - $515
5 Added 0.04%
11,340 $1.17 Million
Q4 2023

Feb 14, 2024
BUY
$78.64 - $94.88 $1,100 - $1,328
14 Added 0.12%
11,335 $1.07 Million
Q3 2023

Nov 07, 2023
BUY
$83.66 - $92.16 $501 - $552
6 Added 0.05%
11,321 $956,000
Q1 2023

May 05, 2023
BUY
$80.26 - $183.76 $454,271 - $1.04 Million
5,660 Added 100.09%
11,315 $958,000
Q4 2022

Feb 06, 2023
SELL
$75.71 - $174.3 $8,706 - $20,044
-115 Reduced 1.99%
5,655 $924,000
Q2 2022

Aug 11, 2022
BUY
$74.48 - $91.47 $223 - $274
3 Added 0.05%
5,770 $884,000
Q1 2022

Apr 20, 2022
BUY
$85.0 - $96.56 $170 - $193
2 Added 0.03%
5,767 $1.05 Million
Q4 2021

Feb 07, 2022
BUY
$89.97 - $98.34 $1,169 - $1,278
13 Added 0.23%
5,765 $1.1 Million
Q2 2021

Aug 12, 2021
BUY
$88.32 - $93.52 $353 - $374
4 Added 0.07%
5,752 $1.05 Million
Q1 2021

May 14, 2021
SELL
$76.54 - $90.63 $3,827 - $4,531
-50 Reduced 0.86%
5,748 $1.01 Million
Q4 2020

Feb 16, 2021
BUY
$63.55 - $78.08 $368,462 - $452,707
5,798 New
5,798 $902,000

Others Institutions Holding IVOO

# of Institutions
294
Shares Held
11.3M
Call Options Held
3.4K
Put Options Held
200
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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