Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Safir Wealth Advisors, LLC
- $139 Million
- Q4 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 135,907 shares of BIV stock, worth $10.6 Million. This represents 7.61% of its overall portfolio holdings.
Number of Shares
135,907
Previous 131,802
3.11%
Holding current value
$10.6 Million
Previous $10.3 Million
2.88%
% of portfolio
7.61%
Previous 7.36%
Shares
21 transactions
Others Institutions Holding BIV
# of Institutions
1,025Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio