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Safir Wealth Advisors, LLC → VGES

Safir Wealth Advisors, LLC VGES Position History

VGES

Quarters held
35
Latest value
$13.4M
Q3 2026
Peak value
$66M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.3M
Q3 2025$15.1M
Q3 2025$6.5M
Q3 2025$58.9M
Q3 2025$5.6M
Q3 2025$15.9M
Q3 2025$11.5M
Q4 2025$10.6M
Q4 2025$15.6M
Q4 2025$6.3M
Q4 2025$58.8M
Q4 2025$5.6M
Q4 2025$15.7M
Q4 2025$11.7M
Q1 2026$10.5M
Q1 2026$15.6M
Q1 2026$6.3M
Q1 2026$55.8M
Q1 2026$5.5M
Q1 2026$13.9M
Q1 2026$12M
Q2 2026$11M
Q2 2026$16.7M
Q2 2026$5.7M
Q2 2026$64.1M
Q2 2026$6.7M
Q2 2026$16.6M
Q2 2026$13.4M
Q3 2026$10.9M
Q3 2026$16.9M
Q3 2026$5.4M
Q3 2026$66M
Q3 2026$6.3M
Q3 2026$17.5M
Q3 2026$13.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.4M61.9K——
Q3 2026$17.5M194.4K——
Q3 2026$6.3M27.0K——
Q3 2026$66M94.2K——
Q3 2026$5.4M94.1K——
Q3 2026$16.9M221.1K——
Q3 2026$10.9M149.0K——
Q2 2026$13.4M61.3K——
Q2 2026$16.6M192.4K——
Q2 2026$6.7M27.1K——
Q2 2026$64.1M93.4K——
Q2 2026$5.7M98.5K——
Q2 2026$16.7M213.7K——
Q2 2026$11M143.7K——
Q1 2026$12M61.0K——
Q1 2026$13.9M31.8K——
Q1 2026$5.5M26.8K——
Q1 2026$55.8M93.3K——
Q1 2026$6.3M107.3K——
Q1 2026$15.6M199.2K——
Q1 2026$10.5M135.5K——
Q4 2025$11.7M61.2K——
Q4 2025$15.7M32.1K——
Q4 2025$5.6M26.9K——
Q4 2025$58.8M93.8K——
Q4 2025$6.3M107.5K——
Q4 2025$15.6M198.4K——
Q4 2025$10.6M135.9K——
Q3 2025$11.5M61.5K——
Q3 2025$15.9M33.1K——
Q3 2025$5.6M27.0K——
Q3 2025$58.9M96.1K——
Q3 2025$6.5M110.6K——
Q3 2025$15.1M191.5K——
Q3 2025$10.3M131.8K——

Other funds holding VGES

Other Safir Wealth Advisors, LLC positions

BX

VANGUARD SPECIALIZED FUNDS

$12.9M
BX

VANGUARD SPECIALIZED FUNDS

$12.9M
BX

VANGUARD SPECIALIZED FUNDS

$11.6M
BX

VANGUARD SPECIALIZED FUNDS

$11.5M
BX

VANGUARD SPECIALIZED FUNDS

$11.3M
ETHA

ISHARES TR

$2.5M
ETHA

ISHARES TR

$2.5M
ETHA

ISHARES TR

$2.5M