Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History

Safir Wealth Advisors, LLC

  • $129 Million
  • Q3 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 86,061 shares of BLV stock, worth $5.91 Million. This represents 5.0% of its overall portfolio holdings.

Number of Shares
86,061
Previous 81,531 5.56%
Holding current value
$5.91 Million
Previous $5.73 Million 12.9%
% of portfolio
5.0%
Previous 4.7%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$69.16 - $76.64 $313,294 - $347,179
4,530 Added 5.56%
86,061 $6.47 Million
Q2 2024

Jul 15, 2024
SELL
$67.85 - $72.06 $352,955 - $374,856
-5,202 Reduced 6.0%
81,531 $5.73 Million
Q1 2024

Apr 15, 2024
BUY
$70.55 - $74.4 $488,488 - $515,145
6,924 Added 8.68%
86,733 $6.27 Million
Q4 2023

Jan 18, 2024
BUY
$63.1 - $75.48 $107,396 - $128,466
1,702 Added 2.18%
79,809 $5.95 Million
Q3 2023

Oct 10, 2023
BUY
$66.98 - $75.19 $77,763 - $87,295
1,161 Added 1.51%
78,107 $5.24 Million
Q2 2023

Jul 17, 2023
BUY
$72.8 - $77.78 $262,589 - $280,552
3,607 Added 4.92%
76,946 $5.76 Million
Q1 2023

Apr 14, 2023
BUY
$72.23 - $78.61 $146,626 - $159,578
2,030 Added 2.85%
73,339 $5.62 Million
Q4 2022

Jan 25, 2023
BUY
$66.85 - $78.06 $99,940 - $116,699
1,495 Added 2.14%
71,309 $0
Q3 2022

Oct 20, 2022
SELL
$70.98 - $83.52 $72,754 - $85,608
-1,025 Reduced 1.45%
69,814 $5.02 Million
Q2 2022

Jul 25, 2022
BUY
$76.82 - $91.91 $101,171 - $121,045
1,317 Added 1.89%
70,839 $5.65 Million
Q1 2022

Apr 27, 2022
SELL
$89.51 - $101.14 $139,277 - $157,373
-1,556 Reduced 2.19%
69,522 $6.37 Million
Q4 2021

Jan 26, 2022
BUY
$100.51 - $106.41 $93,976 - $99,493
935 Added 1.33%
71,078 $7.32 Million
Q3 2021

Nov 15, 2021
BUY
$102.33 - $106.66 $151,448 - $157,856
1,480 Added 2.16%
70,143 $7.18 Million
Q2 2021

Aug 16, 2021
BUY
$97.54 - $103.68 $515,986 - $548,467
5,290 Added 8.35%
68,663 $7.07 Million
Q1 2021

Apr 15, 2021
BUY
$96.21 - $109.25 $699,350 - $794,138
7,269 Added 12.96%
63,373 $6.22 Million
Q4 2020

Jan 28, 2021
BUY
$108.9 - $113.64 $6.11 Million - $6.38 Million
56,104 New
56,104 $6.15 Million

Others Institutions Holding BLV

# of Institutions
386
Shares Held
42.4M
Call Options Held
27.4K
Put Options Held
158K
View Full List

About VANGUARD BD INDEX FD INC LONG

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