Safir Wealth Advisors, LLC VIG Holdings History
Safir Wealth Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Safir Wealth Advisors, LLC held 51,932.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $10.07 Mil. This investment constitutes 7.99% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 7 purchases of VIG, at an average price of $141.29, for a total of 57,985.00 shares. In addition, there have been 10 sales at an average price of $157.47 for 6,053.00 shares. Based on historical transaction data and VIG's current price of $206.10, Safir Wealth Advisors, LLC's estimated gain on his VIG holdings is $3.46 Mil, reflecting a 42.27% gain to date.
Safir Wealth Advisors, LLC VIG ($206.10) Holding Chart
Safir Wealth Advisors, LLC VIG ($206.10) 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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