SAX WEALTH ADVISORS, LLC – Vanguard S&P Mid-Cap 400 Index Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$857,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-2.96%
quarter
Vanguard S&P Mid-Cap 400 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $148.6 | 5.77K | |
| Q2 2022 | share | Increase | +0.05% | 3 shares | -164K | $153.13 | 5.77K |
| Q1 2022 | share | Increase | +0.03% | 2 shares | -56K | $181.81 | 5.76K |
| Q4 2021 | share | Increase | +0.23% | 13 shares | 79K | $191.28 | 5.76K |
| Q3 2021 | share | 0.00% | 0 shares | -22K | $178.13 | 5.75K | |
| Q2 2021 | share | Increase | +0.07% | 4 shares | 33K | $181.35 | 5.75K |
| Q1 2021 | share | Decrease | -0.86% | -50 shares | 112K | $175.39 | 5.74K |
| Q4 2020 | share | Increase | 0.00% | 5.79K shares | 902K | $154.33 | 5.79K |