Safir Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Safir Wealth Advisors, LLC
- $122 Million
- Q1 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 37,005 shares of VUG stock, worth $14.4 Million. This represents 10.46% of its overall portfolio holdings.
Number of Shares
37,005
Previous 37,711
1.87%
Holding current value
$14.4 Million
Previous $11.7 Million
8.65%
% of portfolio
10.46%
Previous 10.55%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,200Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.4 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.18 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.15 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.27 Billion1.1% of portfolio