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| Name: |
Safir Wealth Advisors LLC |
| City: |
GREENLAND |
| State: |
NH |
| Zip: |
03840 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
3 |
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Viewing:
Decreased Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VUG |
Vanguard Growth VIPERS |
3 |
- |
$350.32 |
$12,737,000 |
37,005 |
10.45% |
1,013,000 |
-706 |
0.014 |
Closed - End Fund - E... |
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VGSH |
Vanguard Scottsdale Funds |
6 |
- |
$57.86 |
$8,670,000 |
149,311 |
7.12% |
-354,000 |
-5,401 |
0.017 |
Closed - End Fund - Debt |
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SUB |
iShares S&P S/T Natnl AMT-F... |
10 |
- |
$104.75 |
$2,086,000 |
19,914 |
1.71% |
-115,000 |
-965 |
0.022 |
Closed - End Fund - Debt |
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