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

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,026 shares of VOOG stock, worth $768,178. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,026

Previous 1,363 48.64%

Holding current value

$768,178

Previous $454,000 53.96%

% of portfolio

0.06%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$305.34 - $350.41 $202,440 - $232,321	663 Added 48.64%	2,026 $699,000
Q2 2024 Jul 12, 2024	SELL	$286.24 - $337.0 $142,833 - $168,163	-499 Reduced 26.8%	1,363 $454,000
Q1 2024 May 13, 2024	BUY	$262.92 - $306.83 $277,380 - $323,705	1,055 Added 130.73%	1,862 $567,000
Q4 2023 Feb 14, 2024	BUY	$237.26 - $272.04 $191,468 - $219,536	807 New	807 $218,000
Q2 2023 Aug 10, 2023	BUY	$227.98 - $254.09 $183,979 - $205,050	807 New	807 $205,000
Q2 2022 Aug 11, 2022	SELL	$209.99 - $280.55 $168,831 - $225,562	-804 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$263.97 - $305.94 $263 - $305	1 Added 0.12%	804 $243,000
Q3 2021 Dec 10, 2021	BUY	$263.36 - $285.1 $211,478 - $228,935	803 New	803 $214,000

Others Institutions Holding VOOG

# of Institutions

539

Shares Held

11.2M

Call Options Held

27K

Put Options Held

31.3K

View Full List

About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
Sector ETFs
Industry ETFs

More about VOOG

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