SAX WEALTH ADVISORS, LLC – Vanguard Growth Index Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$933,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.28% | 55 shares | -27K | $213.95 | 4.36K |
| Q2 2022 | share | Increase | +0.47% | 20 shares | -273K | $222.89 | 4.30K |
| Q1 2022 | share | Decrease | -2.72% | -120 shares | -181K | $287.6 | 4.28K |
| Q4 2021 | share | Increase | +8.52% | 346 shares | 236K | $322.48 | 4.40K |
| Q3 2021 | share | Increase | +16.03% | 561 shares | 174K | $290.17 | 4.06K |
| Q2 2021 | share | Increase | +2.88% | 98 shares | 130K | $286.51 | 3.5K |
| Q1 2021 | share | Increase | +0.06% | 2 shares | 13K | $256.43 | 3.40K |
| Q4 2020 | share | Increase | 0.00% | 3.4K shares | 861K | $252.36 | 3.4K |