SWA
Sax Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
16,012
-184
| -1% | -$52.5K | 0.28% | 59 |
|
|
2025
Q1 | $4.16M | Buy |
16,196
+12,958
| +400% | +$3.33M | 0.3% | 53 |
|
|
2024
Q4 | $873K | Sell |
3,238
-311
| -9% | -$83.9K | 0.07% | 131 |
|
|
2024
Q3 | $934K | Buy |
3,549
+1,278
| +56% | +$337K | 0.08% | 99 |
|
|
2024
Q2 | $567K | Buy |
2,271
+345
| +18% | +$86.1K | 0.05% | 133 |
|
|
2024
Q1 | $462K | Buy |
1,926
+33
| +2% | +$7.91K | 0.05% | 124 |
|
|
2023
Q4 | $413K | Hold |
1,893
| – | – | 0.07% | 131 |
|
|
2023
Q3 | $371K | Hold |
1,893
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $384K | Hold |
1,893
| – | – | 0.08% | 133 |
|
|
2023
Q1 | $354K | Buy |
1,893
+175
| +10% | +$32.7K | 0.08% | 129 |
|
|
2022
Q4 | $299K | Sell |
1,718
-163
| -9% | -$28.4K | 0.07% | 133 |
|
|
2022
Q3 | $308K | Hold |
1,881
| – | – | 0.08% | 125 |
|
|
2022
Q2 | $324K | Hold |
1,881
| – | – | 0.08% | 128 |
|
|
2022
Q1 | $392K | Sell |
1,881
-1,000
| -35% | -$208K | 0.09% | 120 |
|
|
2021
Q4 | $637K | Hold |
2,881
| – | – | 0.13% | 103 |
|
|
2021
Q3 | $579K | Buy |
2,881
+1,163
| +68% | +$234K | 0.14% | 97 |
|
|
2021
Q2 | $345K | Hold |
1,718
| – | – | 0.12% | 114 |
|
|
2021
Q1 | $318K | Hold |
1,718
| – | – | 0.12% | 111 |
|
|
2020
Q4 | $302K | Buy |
+1,718
| New | +$302K | 0.14% | 98 |
|