Number of Shares
26,122.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
3.57%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
26.99%

Safir Wealth Advisors, LLC's Vanguard Extended Market Index ETF Holding Summary

As of 2025-03-31, Safir Wealth Advisors, LLC held 26,122.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $4.50 Mil. This investment constitutes 3.57% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.02% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 14 purchases of VXF, at an average price of $155.09, for a total of 27,949.00 shares. In addition, there have been 3 sales at an average price of $174.80 for 1,827.00 shares. Based on historical transaction data and VXF's current price of $198.49, Safir Wealth Advisors, LLC's estimated gain on his VXF holdings is $1.17 Mil, reflecting a 26.99% gain to date.

Safir Wealth Advisors, LLC VXF ($198.49) Holding Chart

Safir Wealth Advisors, LLC VXF ($198.49) 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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