Jfs Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,194 shares of VGIT stock, worth $306,601. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,194
Previous 5,647 8.02%
Holding current value
$306,601
Previous $341,000 11.73%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$57.78 - $60.4 $26,174 - $27,361
-453 Reduced 8.02%
5,194 $301,000
Q3 2024

Oct 25, 2024
BUY
$57.8 - $60.8 $283,220 - $297,920
4,900 Added 655.96%
5,647 $341,000
Q2 2024

Jul 15, 2024
BUY
$57.14 - $58.53 $42,683 - $43,721
747 New
747 $43,000
Q4 2023

Feb 07, 2024
BUY
$56.15 - $59.51 $505 - $535
9 New
9 $0
Q4 2018

Jan 28, 2019
SELL
N/A
-286 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
286 New
286 $18,000

Others Institutions Holding VGIT

# of Institutions
855
Shares Held
404M
Call Options Held
19.7K
Put Options Held
8.6K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email