Sax Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,058 shares of VOO stock, worth $5.58 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

10,058

Previous 9,281 8.37%

Holding current value

$5.58 Million

Previous $4.9 Million 10.66%

% of portfolio

0.43%

Previous 0.44%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$521.84 - $558.82 $405,469 - $434,203	777 Added 8.37%	10,058 $5.42 Million
Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $57,974 - $64,379	122 Added 1.33%	9,281 $4.9 Million
Q2 2024 Jul 12, 2024	BUY	$455.1 - $504.28 $101,487 - $112,454	223 Added 2.5%	9,159 $4.58 Million
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $1.15 Million - $1.29 Million	2,688 Added 43.02%	8,936 $4.3 Million
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $155,078 - $180,096	411 Added 7.04%	6,248 $2.73 Million
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $79,325 - $84,977	202 Added 3.58%	5,837 $2.29 Million
Q2 2023 Aug 10, 2023	SELL	$371.44 - $407.28 $124,432 - $136,438	-335 Reduced 5.61%	5,635 $2.3 Million
Q1 2023 May 05, 2023	BUY	$348.66 - $382.94 $73,567 - $80,800	211 Added 3.66%	5,970 $2.25 Million
Q4 2022 Feb 06, 2023	SELL	$327.64 - $374.54 $165,785 - $189,517	-506 Reduced 8.08%	5,759 $2.02 Million
Q3 2022 Nov 08, 2022	BUY	$328.3 - $395.04 $21,667 - $26,072	66 Added 1.06%	6,265 $2.06 Million
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $287,857 - $358,551	854 Added 15.98%	6,199 $2.15 Million
Q1 2022 Aug 11, 2022	SELL	$382.7 - $439.25 $130,500 - $149,784	-341 Reduced 6.0%	5,345 $2.22 Million
Q1 2022 Apr 20, 2022	BUY	$382.7 - $439.25 $35,591 - $40,850	93 Added 1.66%	5,686 $2.36 Million
Q4 2021 Feb 07, 2022	SELL	$394.21 - $439.01 $8,278 - $9,219	-21 Reduced 0.37%	5,593 $2.44 Million
Q3 2021 Dec 10, 2021	BUY	$390.68 - $416.73 $3,906 - $4,167	10 Added 0.18%	5,614 $2.21 Million
Q2 2021 Aug 12, 2021	BUY	$368.16 - $394.32 $99,403 - $106,466	270 Added 5.06%	5,604 $2.21 Million
Q1 2021 May 14, 2021	SELL	$339.03 - $365.24 $14,239 - $15,340	-42 Reduced 0.78%	5,334 $1.94 Million
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $1.61 Million - $1.85 Million	5,376 New	5,376 $1.85 Million

Others Institutions Holding VOO

# of Institutions

3,402

Shares Held

461M

Call Options Held

2.11M

Put Options Held

2.63M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History