Sax Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 27,403 shares of VTI stock, worth $7.5 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

27,403

Previous 22,054 24.25%

Holding current value

$7.5 Million

Previous $6.24 Million 27.18%

% of portfolio

0.63%

Previous 0.56%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$280.04 - $302.45 $1.5 Million - $1.62 Million	5,349 Added 24.25%	27,403 $7.94 Million
Q3 2024 Oct 17, 2024	BUY	$255.18 - $283.2 $457,282 - $507,494	1,792 Added 8.84%	22,054 $6.24 Million
Q2 2024 Jul 12, 2024	BUY	$245.23 - $269.4 $306,537 - $336,750	1,250 Added 6.57%	20,262 $5.42 Million
Q1 2024 May 13, 2024	BUY	$232.77 - $260.14 $587,511 - $656,593	2,524 Added 15.31%	19,012 $4.94 Million
Q4 2023 Feb 14, 2024	SELL	$203.12 - $238.25 $92,825 - $108,880	-457 Reduced 2.7%	16,488 $3.91 Million
Q3 2023 Nov 07, 2023	BUY	$211.41 - $228.35 $31,711 - $34,252	150 Added 0.89%	16,945 $3.6 Million
Q2 2023 Aug 10, 2023	BUY	$200.75 - $220.28 $353,320 - $387,692	1,760 Added 11.71%	16,795 $3.7 Million
Q1 2023 May 05, 2023	SELL	$189.85 - $210.01 $120,934 - $133,776	-637 Reduced 4.06%	15,035 $3.07 Million
Q4 2022 Feb 06, 2023	BUY	$179.3 - $204.18 $310,368 - $353,435	1,731 Added 12.42%	15,672 $3 Million
Q3 2022 Nov 08, 2022	BUY	$179.47 - $216.24 $87,760 - $105,741	489 Added 3.64%	13,941 $2.5 Million
Q2 2022 Aug 11, 2022	BUY	$183.02 - $230.52 $18,668 - $23,513	102 Added 0.76%	13,452 $2.54 Million
Q1 2022 Apr 20, 2022	BUY	$209.9 - $242.97 $9,235 - $10,690	44 Added 0.33%	13,350 $3.04 Million
Q4 2021 Feb 07, 2022	BUY	$221.73 - $242.96 $194,900 - $213,561	879 Added 7.07%	13,306 $3.21 Million
Q3 2021 Dec 10, 2021	BUY	$219.23 - $234.37 $12,715 - $13,593	58 Added 0.47%	12,427 $2.76 Million
Q2 2021 Aug 12, 2021	BUY	$209.28 - $222.82 $116,778 - $124,333	558 Added 4.72%	12,369 $2.76 Million
Q1 2021 May 14, 2021	BUY	$191.87 - $208.85 $1,534 - $1,670	8 Added 0.07%	11,811 $2.44 Million
Q4 2020 Feb 16, 2021	BUY	$166.99 - $194.64 $1.97 Million - $2.3 Million	11,803 New	11,803 $2.3 Million

Others Institutions Holding VTI

# of Institutions

3,377

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

Sax Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History