Vanguard S&p 500 Etf idx shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 12k | 612.38 |
| 2025-06-30 | $7.4M | 13k | 568.03 |
| 2024-12-31 | $5.4M | 10k | 538.82 |
| 2024-09-30 | $4.9M | 9.3k | 527.68 |
| 2024-06-30 | $4.6M | 9.2k | 500.14 |
| 2024-03-31 | $4.3M | 8.9k | 480.71 |
| 2023-12-31 | $2.7M | 6.2k | 436.82 |
| 2023-09-30 | $2.3M | 5.8k | 392.69 |
| 2023-06-30 | $2.3M | 5.6k | 407.26 |
| 2023-03-31 | $2.2M | 6.0k | 376.05 |
| 2022-12-31 | $2.0M | 5.8k | 351.32 |
| 2022-09-30 | $2.1M | 6.3k | 328.33 |
| 2022-06-30 | $2.1M | 6.2k | 346.83 |
| 2022-03-31 | $2.4M | 5.7k | 415.23 |
| 2021-12-31 | $2.4M | 5.6k | 436.62 |
| 2021-09-30 | $2.2M | 5.6k | 394.37 |
| 2021-06-30 | $2.2M | 5.6k | 393.47 |
| 2021-03-31 | $1.9M | 5.3k | 364.27 |
| 2020-12-31 | $1.8M | 5.4k | 343.75 |