Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-2.69 Mil
% of Total Estimate Gain
-29.08%

Safir Wealth Advisors, LLC's Vanguard Long-Term Bond ETF Holding Summary

As of 2025-03-31, Safir Wealth Advisors, LLC held - shares of Vanguard Long-Term Bond ETF(BLV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Long-Term Bond ETF(BLV) stock.

The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 12 purchases of BLV, at an average price of $98.65, for a total of 93,844.00 shares. In addition, there have been 5 sales at an average price of $69.97 for 93,844.00 shares. Based on historical transaction data and BLV's current price of $67.76, Safir Wealth Advisors, LLC's estimated gain on his BLV holdings is $-2.69 Mil, reflecting a -29.08% gain to date.

Safir Wealth Advisors, LLC BLV ($67.76) Holding Chart

Safir Wealth Advisors, LLC BLV ($67.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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