Safir Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Safir Wealth Advisors, LLC

$129 Million
Q3 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 49,464 shares of VIG stock, worth $9.01 Million. This represents 6.97% of its overall portfolio holdings.

Number of Shares

49,464

Previous 49,244 0.45%

Holding current value

$9.01 Million

Previous $8.99 Million 0.22%

% of portfolio

6.97%

Previous 7.37%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,233

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Safir Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History