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

Safir Wealth Advisors, LLC

$122 Million
Q2 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 95,667 shares of VOO stock, worth $49.9 Million. This represents 39.21% of its overall portfolio holdings.

Number of Shares

95,667

Previous 97,819 2.2%

Holding current value

$49.9 Million

Previous $47 Million 1.75%

% of portfolio

39.21%

Previous 38.6%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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