Safir Wealth Advisors, LLC BSV Holdings History
Safir Wealth Advisors, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Safir Wealth Advisors, LLC held 187,736.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $14.70 Mil. This investment constitutes 11.66% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 10 purchases of BSV, at an average price of $81.68, for a total of 218,745.00 shares. In addition, there have been 7 sales at an average price of $77.12 for 31,009.00 shares. Based on historical transaction data and BSV's current price of $78.35, Safir Wealth Advisors, LLC's estimated gain on his BSV holdings is $-767,030.94, reflecting a -4.29% gain to date.
Safir Wealth Advisors, LLC BSV ($78.35) Holding Chart
Safir Wealth Advisors, LLC BSV ($78.35) 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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