Safir Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Safir Wealth Advisors, LLC

$129 Million
Q3 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 96,270 shares of VOO stock, worth $52.5 Million. This represents 39.29% of its overall portfolio holdings.

Number of Shares

96,270

Previous 95,667 0.63%

Holding current value

$52.5 Million

Previous $47.8 Million 6.17%

% of portfolio

39.29%

Previous 39.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$475.2 - $527.7 $286,545 - $318,203	603 Added 0.63%	96,270 $50.8 Million
Q2 2024 Jul 15, 2024	SELL	$455.1 - $504.28 $979,375 - $1.09 Million	-2,152 Reduced 2.2%	95,667 $47.8 Million
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $1.22 Million - $1.36 Million	2,834 Added 2.98%	97,819 $47 Million
Q4 2023 Jan 18, 2024	SELL	$377.32 - $438.19 $541,454 - $628,802	-1,435 Reduced 1.49%	94,985 $41.5 Million
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $905,958 - $970,508	-2,307 Reduced 2.34%	96,420 $37.9 Million
Q2 2023 Jul 17, 2023	SELL	$371.44 - $407.28 $343,953 - $377,141	-926 Reduced 0.93%	98,727 $40.2 Million
Q1 2023 Apr 14, 2023	SELL	$348.66 - $382.94 $1.15 Million - $1.26 Million	-3,289 Reduced 3.2%	99,653 $37.5 Million
Q4 2022 Jan 25, 2023	SELL	$327.64 - $374.54 $320,104 - $365,925	-977 Reduced 0.94%	102,942 $0
Q3 2022 Oct 20, 2022	BUY	$328.3 - $395.04 $202,889 - $244,134	618 Added 0.6%	103,919 $34.1 Million
Q2 2022 Jul 25, 2022	BUY	$337.07 - $419.85 $816,383 - $1.02 Million	2,422 Added 2.4%	103,301 $35.8 Million
Q1 2022 Apr 27, 2022	BUY	$382.7 - $439.25 $564,099 - $647,454	1,474 Added 1.48%	100,879 $41.9 Million
Q4 2021 Jan 26, 2022	BUY	$394.21 - $439.01 $275,947 - $307,307	700 Added 0.71%	99,405 $43.4 Million
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $653,998 - $697,606	1,674 Added 1.73%	98,705 $38.9 Million
Q2 2021 Aug 16, 2021	BUY	$368.16 - $394.32 $207,642 - $222,396	564 Added 0.58%	97,031 $38.2 Million
Q1 2021 Apr 15, 2021	SELL	$339.03 - $365.24 $471,929 - $508,414	-1,392 Reduced 1.42%	96,467 $35.1 Million
Q4 2020 Jan 28, 2021	BUY	$299.82 - $343.69 $29.3 Million - $33.6 Million	97,859 New	97,859 $33.6 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Safir Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safir Wealth Advisors, LLC with notifications on news.

Account

Safir Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History