Sax Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,069 shares of VBK stock, worth $285,433. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,069
Previous 1,069 -0.0%
Holding current value
$285,433
Previous $285,000 4.91%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$240.48 - $267.94 $19,719 - $21,971
-82 Reduced 7.12%
1,069 $285,000
Q1 2024

May 13, 2024
SELL
$231.0 - $260.72 $45,738 - $51,622
-198 Reduced 14.68%
1,151 $300,000
Q4 2023

Feb 14, 2024
BUY
$196.36 - $245.46 $37,701 - $47,128
192 Added 16.59%
1,349 $326,000
Q3 2023

Nov 07, 2023
SELL
$210.59 - $239.48 $189,531 - $215,532
-900 Reduced 43.75%
1,157 $247,000
Q2 2023

Aug 10, 2023
SELL
$209.12 - $229.74 $8,155 - $8,959
-39 Reduced 1.86%
2,057 $472,000
Q4 2022

Feb 06, 2023
BUY
$192.0 - $216.09 $192 - $216
1 Added 0.05%
2,096 $420,000
Q3 2022

Nov 08, 2022
BUY
$192.77 - $237.17 $49,541 - $60,952
257 Added 13.98%
2,095 $409,000
Q2 2022

Aug 11, 2022
SELL
$188.16 - $253.27 $54,190 - $72,941
-288 Reduced 13.55%
1,838 $362,000
Q1 2022

Aug 11, 2022
SELL
$224.28 - $282.83 $43,061 - $54,303
-192 Reduced 8.28%
2,126 $528,000
Q4 2021

Feb 07, 2022
BUY
$269.22 - $305.79 $13,730 - $15,595
51 Added 2.25%
2,318 $653,000
Q2 2021

Aug 12, 2021
BUY
$260.67 - $292.07 $260 - $292
1 Added 0.04%
2,267 $657,000
Q1 2021

May 14, 2021
BUY
$262.76 - $302.04 $62,536 - $71,885
238 Added 11.74%
2,266 $622,000
Q4 2020

Feb 16, 2021
BUY
$216.78 - $272.28 $439,629 - $552,183
2,028 New
2,028 $543,000

Others Institutions Holding VBK

# of Institutions
1,223
Shares Held
46.4M
Call Options Held
49.2K
Put Options Held
36.6K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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