Safir Wealth Advisors, LLC Vanguard Transaction History

Safir Wealth Advisors, LLC

$129 Million
Q4 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 123,013 shares of VGSH stock, worth $7.2 Million. This represents 5.55% of its overall portfolio holdings.

Number of Shares

123,013

Previous 146,463 16.01%

Holding current value

$7.2 Million

Previous $8.64 Million 17.21%

% of portfolio

5.55%

Previous 6.69%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$58.02 - $58.88 $1.36 Million - $1.38 Million	-23,450 Reduced 16.01%	123,013 $7.16 Million
Q3 2024 Oct 08, 2024	SELL	$57.74 - $59.13 $23,384 - $23,947	-405 Reduced 0.28%	146,463 $8.64 Million
Q2 2024 Jul 15, 2024	SELL	$57.55 - $58.0 $140,594 - $141,694	-2,443 Reduced 1.64%	146,868 $8.52 Million
Q1 2024 Apr 15, 2024	SELL	$57.88 - $58.54 $312,609 - $316,174	-5,401 Reduced 3.49%	149,311 $8.67 Million
Q4 2023 Jan 18, 2024	SELL	$57.34 - $58.41 $386,987 - $394,209	-6,749 Reduced 4.18%	154,712 $9.02 Million
Q3 2023 Oct 10, 2023	BUY	$57.47 - $57.91 $130,169 - $131,166	2,265 Added 1.42%	161,461 $9.3 Million
Q2 2023 Jul 17, 2023	BUY	$57.72 - $58.69 $48,542 - $49,358	841 Added 0.53%	159,196 $9.19 Million
Q1 2023 Apr 14, 2023	SELL	$57.32 - $58.77 $1.04 Million - $1.07 Million	-18,215 Reduced 10.32%	158,355 $9.27 Million
Q4 2022 Jan 25, 2023	SELL	$57.38 - $58.13 $965,074 - $977,688	-16,819 Reduced 8.7%	176,570 $0
Q3 2022 Oct 20, 2022	SELL	$57.67 - $59.08 $558,822 - $572,485	-9,690 Reduced 4.77%	193,389 $11.2 Million
Q2 2022 Jul 25, 2022	SELL	$58.29 - $59.37 $3.51 Million - $3.58 Million	-60,265 Reduced 22.88%	203,079 $12 Million
Q1 2022 Apr 27, 2022	SELL	$59.19 - $60.79 $3.7 Million - $3.8 Million	-62,516 Reduced 19.18%	263,344 $15.6 Million
Q4 2021 Jan 26, 2022	BUY	$60.79 - $61.43 $2.51 Million - $2.54 Million	41,271 Added 14.5%	325,860 $19.8 Million
Q3 2021 Nov 15, 2021	BUY	$61.39 - $61.54 $301,117 - $301,853	4,905 Added 1.75%	284,589 $17.5 Million
Q2 2021 Aug 16, 2021	SELL	$61.41 - $61.64 $178,089 - $178,756	-2,900 Reduced 1.03%	279,684 $17.2 Million
Q1 2021 Apr 15, 2021	BUY	$61.49 - $61.63 $1.03 Million - $1.03 Million	16,735 Added 6.29%	282,584 $17.4 Million
Q4 2020 Jan 28, 2021	BUY	$61.6 - $62.06 $16.4 Million - $16.5 Million	265,849 New	265,849 $16.4 Million

Others Institutions Holding VGSH

# of Institutions

977

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Safir Wealth Advisors, LLC Vanguard Transaction History