SAX WEALTH ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.85M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.01% | 1 shares | -114K | $135.16 | 13.68K |
| Q2 2022 | share | Decrease | -2.13% | -298 shares | -304K | $143.47 | 13.68K |
| Q1 2022 | share | Decrease | -4.04% | -589 shares | -235K | $162.16 | 13.98K |
| Q4 2021 | share | Increase | +5.52% | 762 shares | 381K | $171.55 | 14.57K |
| Q3 2021 | share | Decrease | -0.55% | -77 shares | -28K | $153.6 | 13.81K |
| Q2 2021 | share | Decrease | -46.43% | -12.03K shares | -1.66M | $154.1 | 13.89K |
| Q1 2021 | share | Increase | +122.55% | 14.27K shares | 2.16M | $145.78 | 25.92K |
| Q4 2020 | share | Increase | 0.00% | 11.65K shares | 1.64M | $139.42 | 11.65K |