Safir Wealth Advisors, LLC Vanguard Transaction History

Safir Wealth Advisors, LLC

  • $122 Million
  • Q1 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 149,311 shares of VGSH stock, worth $8.65 Million. This represents 7.12% of its overall portfolio holdings.

Number of Shares
149,311
Previous 154,712 3.49%
Holding current value
$8.65 Million
Previous $9.02 Million 3.92%
% of portfolio
7.12%
Previous 8.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-9,690 Reduced 4.77%
193,389 $11.2 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-60,265 Reduced 22.88%
203,079 $12 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-62,516 Reduced 19.18%
263,344 $15.6 Million
Q4 2021

Jan 26, 2022
BUY
N/A
41,271 Added 14.5%
325,860 $19.8 Million
Q3 2021

Nov 15, 2021
BUY
N/A
4,905 Added 1.75%
284,589 $17.5 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-2,900 Reduced 1.03%
279,684 $17.2 Million
Q1 2021

Apr 15, 2021
BUY
N/A
16,735 Added 6.29%
282,584 $17.4 Million
Q4 2020

Jan 28, 2021
BUY
N/A
265,849 New
265,849 $16.4 Million

Others Institutions Holding VGSH

# of Institutions
888
Shares Held
240M
Call Options Held
39.3K
Put Options Held
58.6K
View Full List

About VANGUARD

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