Sax Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,846 shares of VCSH stock, worth $382,010. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,846
Previous 2,864 69.2%
Holding current value
$382,010
Previous $227,000 66.52%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 15, 2025
BUY
$77.86 - $79.27 $154,318 - $157,113
1,982 Added 69.2%
4,846 $378,000
Q2 2024

Jul 12, 2024
SELL
$76.35 - $77.35 $1.45 Million - $1.47 Million
-18,971 Reduced 86.88%
2,864 $221,000
Q1 2024

May 13, 2024
SELL
$76.87 - $77.64 $665,386 - $672,051
-8,656 Reduced 28.39%
21,835 $1.69 Million
Q4 2023

Feb 14, 2024
SELL
$74.49 - $77.37 $467,350 - $485,419
-6,274 Reduced 17.07%
30,491 $2.36 Million
Q3 2023

Nov 07, 2023
SELL
$74.99 - $75.99 $229,094 - $232,149
-3,055 Reduced 7.67%
36,765 $2.76 Million
Q2 2023

Aug 10, 2023
SELL
$75.46 - $76.54 $477,359 - $484,192
-6,326 Reduced 13.71%
39,820 $3.01 Million
Q1 2023

May 05, 2023
SELL
$74.76 - $76.57 $377,014 - $386,142
-5,043 Reduced 9.85%
46,146 $3.52 Million
Q4 2022

Feb 06, 2023
SELL
$73.35 - $75.8 $373,424 - $385,897
-5,091 Reduced 9.05%
51,189 $3.85 Million
Q3 2022

Nov 08, 2022
SELL
$74.01 - $77.39 $743,060 - $776,995
-10,040 Reduced 15.14%
56,280 $4.18 Million
Q2 2022

Aug 11, 2022
SELL
$75.21 - $77.95 $1.4 Million - $1.45 Million
-18,617 Reduced 21.92%
66,320 $5.06 Million
Q1 2022

Aug 11, 2022
SELL
$77.77 - $81.19 $37,718 - $39,377
-485 Reduced 0.57%
84,937 $6.63 Million
Q1 2022

Apr 20, 2022
SELL
$77.77 - $81.19 $621,771 - $649,114
-7,995 Reduced 8.56%
85,422 $6.67 Million
Q4 2021

Feb 07, 2022
BUY
$81.21 - $82.44 $528,352 - $536,354
6,506 Added 7.49%
93,417 $7.59 Million
Q3 2021

Dec 10, 2021
BUY
$82.36 - $82.87 $39,862 - $40,109
484 Added 0.56%
86,911 $7.16 Million
Q2 2021

Aug 12, 2021
BUY
$82.34 - $82.89 $937,276 - $943,536
11,383 Added 15.17%
86,427 $7.15 Million
Q1 2021

May 14, 2021
BUY
$82.19 - $83.24 $1.6 Million - $1.62 Million
19,480 Added 35.06%
75,044 $6.19 Million
Q4 2020

Feb 16, 2021
BUY
$82.66 - $83.25 $4.59 Million - $4.63 Million
55,564 New
55,564 $4.63 Million

Others Institutions Holding VCSH

# of Institutions
1,453
Shares Held
316M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD SHT-TERM CORP BD ETF

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