Safir Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Safir Wealth Advisors, LLC

  • $129 Million
  • Q4 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 50,776 shares of VIG stock, worth $9.25 Million. This represents 7.17% of its overall portfolio holdings.

Number of Shares
50,776
Previous 49,464 2.65%
Holding current value
$9.25 Million
Previous $9.01 Million 2.65%
% of portfolio
7.17%
Previous 6.97%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
1,312 Added 2.65%
50,776 $9.25 Million
Q3 2024

Oct 08, 2024
BUY
$182.15 - $182.15 $40,073 - $40,073
220 Added 0.45%
49,464 $9.01 Million
Q2 2024

Jul 15, 2024
SELL
$173.33 - $185.29 $25,306 - $27,052
-146 Reduced 0.3%
49,244 $8.99 Million
Q1 2024

Apr 15, 2024
BUY
$168.47 - $182.98 $374,340 - $406,581
2,222 Added 4.71%
49,390 $9.02 Million
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $70,875 - $80,787
-472 Reduced 0.99%
47,168 $8.04 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $114,515 - $123,042
-737 Reduced 1.52%
47,640 $7.4 Million
Q2 2023

Jul 17, 2023
BUY
$152.74 - $162.43 $411,939 - $438,073
2,697 Added 5.9%
48,377 $7.86 Million
Q1 2023

Apr 14, 2023
SELL
$147.24 - $158.33 $232,050 - $249,528
-1,576 Reduced 3.34%
45,680 $7.04 Million
Q4 2022

Jan 25, 2023
SELL
$144.84 - $158.71 $78,213 - $85,703
-540 Reduced 1.13%
47,256 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-120 Reduced 0.25%
47,796 $6.46 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-607 Reduced 1.25%
47,916 $6.88 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-103 Reduced 0.21%
48,523 $7.87 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-1,608 Reduced 3.2%
48,626 $8.35 Million
Q3 2021

Nov 15, 2021
BUY
N/A
77 Added 0.15%
50,234 $7.72 Million
Q2 2021

Aug 16, 2021
BUY
N/A
528 Added 1.06%
50,157 $7.76 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-144 Reduced 0.29%
49,629 $7.3 Million
Q4 2020

Jan 28, 2021
BUY
N/A
49,773 New
49,773 $7.03 Million

Others Institutions Holding VIG

# of Institutions
2,481
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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