Safir Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Safir Wealth Advisors, LLC

$129 Million
Q3 2024

A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 35,694 shares of VUG stock, worth $14.4 Million. This represents 10.6% of its overall portfolio holdings.

Number of Shares

35,694

Previous 36,036 0.95%

Holding current value

$14.4 Million

Previous $13.5 Million 1.68%

% of portfolio

10.6%

Previous 11.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$341.08 - $391.94 $116,649 - $134,043	-342 Reduced 0.95%	35,694 $13.7 Million
Q2 2024 Jul 15, 2024	SELL	$322.46 - $377.11 $312,463 - $365,419	-969 Reduced 2.62%	36,036 $13.5 Million
Q1 2024 Apr 15, 2024	SELL	$301.05 - $346.61 $212,541 - $244,706	-706 Reduced 1.87%	37,005 $12.7 Million
Q4 2023 Jan 18, 2024	SELL	$261.54 - $312.16 $282,463 - $337,132	-1,080 Reduced 2.78%	37,711 $11.7 Million
Q3 2023 Oct 10, 2023	SELL	$269.56 - $293.5 $221,039 - $240,670	-820 Reduced 2.07%	38,791 $10.6 Million
Q2 2023 Jul 17, 2023	SELL	$243.06 - $282.96 $91,147 - $106,109	-375 Reduced 0.94%	39,611 $11.2 Million
Q1 2023 Apr 14, 2023	SELL	$209.25 - $249.44 $88,722 - $105,762	-424 Reduced 1.05%	39,986 $9.97 Million
Q4 2022 Jan 25, 2023	BUY	$208.44 - $233.81 $359,350 - $403,088	1,724 Added 4.46%	40,410 $0
Q3 2022 Oct 20, 2022	BUY	$213.95 - $266.28 $66,110 - $82,280	309 Added 0.81%	38,686 $8.28 Million
Q2 2022 Jul 25, 2022	BUY	$214.97 - $293.87 $412,097 - $563,348	1,917 Added 5.26%	38,377 $8.55 Million
Q1 2022 Apr 27, 2022	BUY	$254.37 - $323.09 $112,685 - $143,128	443 Added 1.23%	36,460 $10.5 Million
Q4 2021 Jan 26, 2022	SELL	$287.0 - $325.67 $321,440 - $364,750	-1,120 Reduced 3.02%	36,017 $11.6 Million
Q3 2021 Nov 15, 2021	SELL	$286.49 - $308.98 $114,882 - $123,900	-401 Reduced 1.07%	37,137 $10.8 Million
Q2 2021 Aug 16, 2021	BUY	$257.69 - $287.23 $73,441 - $81,860	285 Added 0.77%	37,538 $10.8 Million
Q1 2021 Apr 15, 2021	BUY	$243.15 - $268.9 $11,671 - $12,907	48 Added 0.13%	37,253 $9.58 Million
Q4 2020 Jan 28, 2021	BUY	$220.77 - $253.46 $8.21 Million - $9.43 Million	37,205 New	37,205 $9.43 Million

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Safir Wealth Advisors, LLC Vanguard Growth ETF Transaction History