Jfs Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,578 shares of BSV stock, worth $122,279. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,578

Previous 2,770 43.03%

Holding current value

$122,279

Previous $217,000 44.24%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$77.02 - $78.58 $91,807 - $93,667	-1,192 Reduced 43.03%	1,578 $121,000
Q3 2024 Oct 25, 2024	SELL	$76.38 - $78.87 $35,822 - $36,990	-469 Reduced 14.48%	2,770 $217,000
Q2 2024 Jul 15, 2024	BUY	$75.81 - $76.76 $75 - $76	1 Added 0.03%	3,239 $248,000
Q4 2023 Feb 07, 2024	SELL	$74.64 - $77.03 $36,424 - $37,590	-488 Reduced 13.1%	3,238 $249,000
Q4 2022 Feb 13, 2023	SELL	$74.07 - $75.87 $246,060 - $252,040	-3,322 Reduced 47.13%	3,726 $280,000
Q3 2022 Oct 21, 2022	SELL	$74.52 - $77.47 $1,192 - $1,239	-16 Reduced 0.23%	7,048 $527,000
Q3 2021 Nov 09, 2021	BUY	$81.9 - $82.4 $578,541 - $582,073	7,064 New	7,064 $579,000
Q3 2018 Nov 09, 2018	SELL	N/A	-66 Closed	0 $0
Q2 2018 Jul 26, 2018	BUY	N/A	66 New	66 $5,000
Q1 2018 Apr 26, 2018	SELL	N/A	-16 Closed	0 $0
Q4 2017 Jan 31, 2018	BUY	N/A	16	16 $1,000

Others Institutions Holding BSV

# of Institutions

1,331

Shares Held

400M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History