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Vanguard Small-Cap Growth ETF shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $326k 1.3k 241.70
2023-09-30 $248k 1.2k 214.11
2023-06-30 $473k 2.1k 229.76
2023-03-31 $454k 2.1k 216.42
2022-12-31 $420k 2.1k 200.53
2022-09-30 $409k 2.1k 195.23
2022-06-30 $362k 1.8k 196.95
2022-03-31 $528k 2.1k 248.35
2021-12-31 $653k 2.3k 281.71
2021-09-30 $635k 2.3k 280.11
2021-06-30 $657k 2.3k 289.81
2021-03-31 $622k 2.3k 274.49
2020-12-31 $543k 2.0k 267.75