SAX WEALTH ADVISORS, LLC – Vanguard Small Cap Index Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$437,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $170.91 | 2.55K | |
| Q2 2022 | share | 0.00% | 0 shares | -93K | $176.11 | 2.55K | |
| Q1 2022 | share | Decrease | -0.37% | -13 shares | -50K | $212.52 | 3.47K |
| Q4 2021 | share | Increase | +16.69% | 499 shares | 134K | $226.36 | 3.48K |
| Q3 2021 | share | 0.00% | 0 shares | -19K | $218.67 | 2.98K | |
| Q2 2021 | share | Decrease | -2.92% | -90 shares | 14K | $224.69 | 2.98K |
| Q1 2021 | share | Increase | +2.50% | 75 shares | 74K | $213 | 3.07K |
| Q4 2020 | share | Increase | 0.00% | 3.00K shares | 585K | $193.18 | 3.00K |