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

Safir Wealth Advisors, LLC

$129 Million
Q4 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 176,162 shares of BSV stock, worth $13.7 Million. This represents 10.56% of its overall portfolio holdings.

Number of Shares

176,162

Previous 172,932 1.87%

Holding current value

$13.7 Million

Previous $13.6 Million 0.03%

% of portfolio

10.56%

Previous 10.53%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$77.02 - $78.58 $248,774 - $253,813	3,230 Added 1.87%	176,162 $13.6 Million
Q3 2024 Oct 08, 2024	BUY	$76.38 - $78.87 $381,518 - $393,955	4,995 Added 2.97%	172,932 $13.6 Million
Q2 2024 Jul 15, 2024	SELL	$75.81 - $76.76 $20,089 - $20,341	-265 Reduced 0.16%	167,937 $12.9 Million
Q1 2024 Apr 15, 2024	BUY	$76.34 - $77.25 $696,449 - $704,751	9,123 Added 5.73%	168,202 $12.9 Million
Q4 2023 Jan 18, 2024	SELL	$74.64 - $77.03 $98,972 - $102,141	-1,326 Reduced 0.83%	159,079 $12.3 Million
Q3 2023 Oct 10, 2023	SELL	$74.97 - $75.93 $168,382 - $170,538	-2,246 Reduced 1.38%	160,405 $12.1 Million
Q2 2023 Jul 17, 2023	BUY	$75.52 - $76.97 $439,526 - $447,965	5,820 Added 3.71%	162,651 $12.3 Million
Q1 2023 Apr 14, 2023	BUY	$74.67 - $76.76 $127,088 - $130,645	1,702 Added 1.1%	156,831 $12 Million
Q4 2022 Jan 25, 2023	SELL	$74.07 - $75.87 $130,733 - $133,910	-1,765 Reduced 1.12%	155,129 $0
Q3 2022 Oct 20, 2022	SELL	$74.52 - $77.47 $537,661 - $558,946	-7,215 Reduced 4.4%	156,894 $11.7 Million
Q2 2022 Jul 25, 2022	SELL	$75.68 - $77.74 $694,364 - $713,264	-9,175 Reduced 5.29%	164,109 $12.6 Million
Q1 2022 Apr 27, 2022	SELL	$77.66 - $80.73 $700,260 - $727,942	-9,017 Reduced 4.95%	173,284 $13.5 Million
Q4 2021 Jan 26, 2022	BUY	$80.78 - $81.98 $87,807 - $89,112	1,087 Added 0.6%	182,301 $14.7 Million
Q3 2021 Nov 15, 2021	BUY	$81.9 - $82.4 $102,784 - $103,412	1,255 Added 0.7%	181,214 $14.8 Million
Q2 2021 Aug 16, 2021	BUY	$82.08 - $82.43 $770,731 - $774,017	9,390 Added 5.51%	179,959 $14.8 Million
Q1 2021 Apr 15, 2021	BUY	$82.08 - $82.89 $385,776 - $389,583	4,700 Added 2.83%	170,569 $14 Million
Q4 2020 Jan 28, 2021	BUY	$82.67 - $82.96 $13.7 Million - $13.8 Million	165,869 New	165,869 $13.8 Million

Others Institutions Holding BSV

# of Institutions

1,346

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History