SAX WEALTH ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$2.05M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.06% | 66 shares | -93K | $328.3 | 6.26K |
| Q2 2022 | share | Increase | +15.98% | 854 shares | -69K | $346.88 | 6.19K |
| Q1 2022 | share | Increase | +1.66% | 93 shares | -81K | $415.17 | 5.68K |
| Q4 2021 | share | Decrease | -0.37% | -21 shares | 228K | $437.77 | 5.59K |
| Q3 2021 | share | Increase | +0.18% | 10 shares | 9K | $394.4 | 5.61K |
| Q2 2021 | share | Increase | +5.06% | 270 shares | 262K | $392.24 | 5.60K |
| Q1 2021 | share | Decrease | -0.78% | -42 shares | 95K | $361.88 | 5.33K |
| Q4 2020 | share | Increase | 0.00% | 5.37K shares | 1.84M | $340.23 | 5.37K |