Number of Shares
127,498.00
Current Holdings Value*
$7.48 Mil
% of Portfolio
5.94%
Total Estimate Gain
$-991,340.89
% of Total Estimate Gain
-4.77%

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

As of 2025-03-31, Safir Wealth Advisors, LLC held 127,498.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $7.48 Mil. This investment constitutes 5.94% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 6 purchases of VGSH, at an average price of $61.73, for a total of 336,351.00 shares. In addition, there have been 11 sales at an average price of $58.92 for 208,853.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Safir Wealth Advisors, LLC's estimated gain on his VGSH holdings is $-991,340.89, reflecting a -4.77% gain to date.

Safir Wealth Advisors, LLC VGSH ($58.55) Holding Chart

Safir Wealth Advisors, LLC VGSH ($58.55) 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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