Jfs Wealth Advisors, LLC Vanguard Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,849 shares of VGSH stock, worth $166,467. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,849
Previous 2,250 26.62%
Holding current value
$166,467
Previous $132,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$58.02 - $58.88 $34,753 - $35,269
599 Added 26.62%
2,849 $165,000
Q3 2024

Oct 25, 2024
BUY
$57.74 - $59.13 $114,036 - $116,781
1,975 Added 718.18%
2,250 $132,000
Q2 2024

Jul 15, 2024
SELL
$57.55 - $58.0 $7,193 - $7,250
-125 Reduced 31.25%
275 $15,000
Q1 2024

Apr 30, 2024
SELL
$57.88 - $58.54 $5,788 - $5,854
-100 Reduced 20.0%
400 $23,000
Q4 2023

Feb 07, 2024
SELL
$57.34 - $58.41 $129,359 - $131,772
-2,256 Reduced 81.86%
500 $29,000
Q3 2023

Nov 02, 2023
BUY
$57.47 - $57.91 $21,781 - $21,947
379 Added 15.94%
2,756 $158,000
Q2 2023

Aug 07, 2023
BUY
$57.72 - $58.69 $25,974 - $26,410
450 Added 23.35%
2,377 $137,000
Q3 2021

Nov 09, 2021
BUY
$61.39 - $61.54 $118,298 - $118,587
1,927 New
1,927 $118,000

Others Institutions Holding VGSH

# of Institutions
980
Shares Held
262M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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