Safir Wealth Advisors, LLC VTV Holdings History
Safir Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Safir Wealth Advisors, LLC held 60,217.00 shares of Vanguard Value ETF(VTV), totaling $10.40 Mil. This investment constitutes 8.25% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 11 purchases of VTV, at an average price of $121.37, for a total of 63,414.00 shares. In addition, there have been 6 sales at an average price of $130.71 for 3,197.00 shares. Based on historical transaction data and VTV's current price of $177.66, Safir Wealth Advisors, LLC's estimated gain on his VTV holdings is $3.42 Mil, reflecting a 44.43% gain to date.
Safir Wealth Advisors, LLC VTV ($177.66) Holding Chart
Safir Wealth Advisors, LLC VTV ($177.66) 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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