A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,111 shares of VSGX stock, worth $405,824. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,111
Previous 5,565 27.78%
Holding current value
$405,824
Previous $318,000 37.42%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 17, 2024

BUY
$55.06 - $62.25 $85,122 - $96,238
1,546 Added 27.78%
7,111 $437,000
Q1 2024

May 13, 2024

BUY
$53.19 - $57.84 $296,002 - $321,879
5,565 New
5,565 $319,000

Others Institutions Holding VSGX

About VANGUARD WORLD FD ESG INTL STK


  • Ticker VSGX
  • Sector ETFs
  • Industry ETFs
More about VSGX
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.