Sax Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,098 shares of VB stock, worth $1.98 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,098
Previous 7,043
14.98%
Holding current value
$1.98 Million
Previous $1.54 Million
25.08%
% of portfolio
0.17%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio