Safir Wealth Advisors, LLC VOO Holdings History
Safir Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Safir Wealth Advisors, LLC held 95,175.00 shares of Vanguard S&P 500 ETF(VOO), totaling $48.91 Mil. This investment constitutes 38.82% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 8 purchases of VOO, at an average price of $335.55, for a total of 108,748.00 shares. In addition, there have been 9 sales at an average price of $409.02 for 13,573.00 shares. Based on historical transaction data and VOO's current price of $576.92, Safir Wealth Advisors, LLC's estimated gain on his VOO holdings is $23.97 Mil, reflecting a 65.69% gain to date.
Safir Wealth Advisors, LLC VOO ($576.92) Holding Chart
Safir Wealth Advisors, LLC VOO ($576.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
