Sax Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $873K | Sell |
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|
2024
Q3 | $934K | Buy |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $462K | Buy |
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $637K | Hold |
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|
2021
Q3 | $579K | Buy |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $302K | Buy |
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