SAX WEALTH ADVISORS, LLC – Vanguard Utilities Index Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$654,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.80% | -37 shares | -52K | $142.26 | 4.59K |
| Q2 2022 | share | Increase | +0.56% | 26 shares | -40K | $152.35 | 4.63K |
| Q1 2022 | share | Increase | +0.52% | 24 shares | 29K | $161.81 | 4.61K |
| Q4 2021 | share | Increase | 0.00% | 4.58K shares | 717K | $155.79 | 4.58K |