Number of Shares
34,090.00
Current Holdings Value*
$12.64 Mil
% of Portfolio
10.03%
Total Estimate Gain
$7.78 Mil
% of Total Estimate Gain
77.27%

Safir Wealth Advisors, LLC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Safir Wealth Advisors, LLC held 34,090.00 shares of Vanguard Growth ETF(VUG), totaling $12.64 Mil. This investment constitutes 10.03% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 6 purchases of VUG, at an average price of $240.06, for a total of 41,931.00 shares. In addition, there have been 11 sales at an average price of $326.26 for 7,841.00 shares. Based on historical transaction data and VUG's current price of $448.39, Safir Wealth Advisors, LLC's estimated gain on his VUG holdings is $7.78 Mil, reflecting a 77.27% gain to date.

Safir Wealth Advisors, LLC VUG ($448.39) Holding Chart

Safir Wealth Advisors, LLC VUG ($448.39) 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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