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

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

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 10,407 shares of IVOO stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,407
Previous 10,407 -0.0%
Holding current value
$1.13 Million
Previous $1.15 Million 1.57%
% of portfolio
0.05%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$105.03 - $112.54 $41,171 - $44,115
-392 Reduced 3.63%
10,407 $1.15 Million
Q2 2025

Jul 23, 2025
SELL
$86.58 - $104.98 $41,385 - $50,180
-478 Reduced 4.24%
10,799 $1.13 Million
Q1 2025

May 14, 2025
SELL
$96.85 - $111.39 $7,360 - $8,465
-76 Reduced 0.67%
11,277 $1.11 Million
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
309
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email