Vanguard Small-Cap ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 8.3k | 240.28 |
| 2024-09-30 | $1.9M | 8.1k | 237.22 |
| 2024-06-30 | $1.5M | 7.0k | 218.04 |
| 2024-03-31 | $623k | 2.7k | 228.59 |
| 2023-12-31 | $580k | 2.7k | 213.29 |
| 2023-09-30 | $514k | 2.7k | 189.06 |
| 2023-06-30 | $563k | 2.8k | 198.91 |
| 2023-03-31 | $494k | 2.6k | 189.54 |
| 2022-12-31 | $469k | 2.6k | 183.56 |
| 2022-09-30 | $437k | 2.6k | 170.97 |
| 2022-06-30 | $450k | 2.6k | 176.06 |
| 2022-03-31 | $738k | 3.5k | 212.37 |
| 2021-12-31 | $788k | 3.5k | 225.92 |
| 2021-09-30 | $654k | 3.0k | 218.80 |
| 2021-06-30 | $673k | 3.0k | 225.16 |
| 2021-03-31 | $659k | 3.1k | 214.03 |
| 2020-12-31 | $585k | 3.0k | 194.74 |