VANGUARD WORLD FDS

Ticker: VPU CUSIP: 92204A876 Class: UTILITIES ETF

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,198 Value ($000) $1,147 Avg Close Range
Q3 2025
Shares 6,363 Value ($000) $1,205 Avg Close Range
Q2 2025
Shares 6,336 Value ($000) $1,118 Avg Close Range
Q1 2025
Shares 6,447 Value ($000) $1,101 Avg Close Range
Q4 2024
Shares 6,088 Value ($000) $995 Avg Close Range
Q3 2024
Shares 6,034 Value ($000) $1,050 Avg Close Range
Q2 2024
Shares 6,000 Value ($000) $888 Avg Close Range
Q1 2024
Shares 5,834 Value ($000) $832 Avg Close Range
Q4 2023
Shares 5,298 Value ($000) $726 Avg Close Range
Q3 2023
Shares 5,221 Value ($000) $666 Avg Close Range
Q2 2023
Shares 5,191 Value ($000) $738 Avg Close Range
Q1 2023
Shares 5,191 Value ($000) $766 Avg Close Range
Q4 2022
Shares 5,161 Value ($000) $791 Avg Close Range
Q3 2022
Shares 4,599 Value ($000) $654 Avg Close Range
Q2 2022
Shares 4,636 Value ($000) $706 Avg Close Range
Q1 2022
Shares 4,610 Value ($000) $746 Avg Close Range
Q4 2021
Shares 4,586 Value ($000) $717 Avg Close Range