SAX WEALTH ADVISORS, LLC VV Holdings History
SAX WEALTH ADVISORS, LLC's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, SAX WEALTH ADVISORS, LLC held 16,196.00 shares of Vanguard Large Cap ETF(VV), totaling $4.16 Mil. This investment constitutes 0.3% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2020Q4. And since then SAX WEALTH ADVISORS, LLC has made 6 purchases of VV, at an average price of $253.52, for a total of 17,670.00 shares. In addition, there have been 3 sales at an average price of $214.92 for 1,474.00 shares. Based on historical transaction data and VV's current price of $287.65, SAX WEALTH ADVISORS, LLC's estimated gain on his VV holdings is $495,879.71, reflecting a 11.07% gain to date.
SAX WEALTH ADVISORS, LLC VV ($287.65) Holding Chart
SAX WEALTH ADVISORS, LLC VV ($287.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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