Vanguard Growth ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 5.5k | 410.44 |
| 2024-09-30 | $2.0M | 5.3k | 383.96 |
| 2024-06-30 | $2.0M | 5.3k | 374.03 |
| 2024-03-31 | $1.7M | 4.9k | 344.18 |
| 2023-12-31 | $1.5M | 4.9k | 310.89 |
| 2023-09-30 | $1.3M | 4.7k | 272.34 |
| 2023-06-30 | $1.2M | 4.4k | 282.96 |
| 2023-03-31 | $1.0M | 4.1k | 249.44 |
| 2022-12-31 | $888k | 4.2k | 213.12 |
| 2022-09-30 | $933k | 4.4k | 213.89 |
| 2022-06-30 | $960k | 4.3k | 222.89 |
| 2022-03-31 | $1.2M | 4.3k | 287.61 |
| 2021-12-31 | $1.4M | 4.4k | 320.85 |
| 2021-09-30 | $1.2M | 4.1k | 290.08 |
| 2021-06-30 | $1.0M | 3.5k | 286.86 |
| 2021-03-31 | $874k | 3.4k | 256.91 |
| 2020-12-31 | $861k | 3.4k | 253.24 |