Safir Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Safir Wealth Advisors, LLC
- $140 Million
- Q3 2025
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 33,057 shares of VUG stock, worth $15.9 Million. This represents 11.34% of its overall portfolio holdings.
Number of Shares
33,057
Previous 34,370
3.82%
Holding current value
$15.9 Million
Previous $15.1 Million
5.22%
% of portfolio
11.34%
Previous 11.15%
Shares
20 transactions
Others Institutions Holding VUG
# of Institutions
2,820Shares Held
282MCall Options Held
352KPut Options Held
473K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio