Jfs Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Jfs Wealth Advisors, LLC

$1.74 Billion
Q4 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 63,725 shares of VIG stock, worth $11.6 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

63,725

Previous 63,542 0.29%

Holding current value

$11.6 Million

Previous $11.6 Million 0.29%

% of portfolio

0.67%

Previous 0.68%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	N/A	183 Added 0.29%	63,725 $11.6 Million
Q3 2025 Nov 10, 2025	SELL	N/A	-461 Reduced 0.72%	63,542 $11.6 Million
Q2 2025 Jul 24, 2025	SELL	N/A	-1,017 Reduced 1.56%	64,003 $11.7 Million
Q1 2025 Apr 22, 2025	SELL	N/A	-1,230 Reduced 1.86%	65,020 $11.8 Million
Q4 2024 Jan 30, 2025	SELL	N/A	-471 Reduced 0.71%	66,250 $12.1 Million

Q3 2024 Oct 25, 2024	BUY	$182.15 - $182.15 $11.2 Million - $11.2 Million	61,668 Added 1220.42%	66,721 $12.2 Million
Q2 2024 Jul 15, 2024	BUY	$173.33 - $185.29 $155,303 - $166,019	896 Added 21.55%	5,053 $922,000
Q1 2024 Apr 30, 2024	BUY	$168.47 - $182.98 $2,695 - $2,927	16 Added 0.39%	4,157 $759,000
Q4 2023 Feb 07, 2024	BUY	$150.16 - $171.16 $8,408 - $9,584	56 Added 1.37%	4,141 $705,000
Q3 2023 Nov 02, 2023	BUY	$155.38 - $166.95 $2,641 - $2,838	17 Added 0.42%	4,085 $634,000
Q2 2023 Aug 07, 2023	SELL	$152.74 - $162.43 $119,137 - $126,695	-780 Reduced 16.09%	4,068 $660,000
Q1 2023 Apr 19, 2023	BUY	$147.24 - $158.33 $127,804 - $137,430	868 Added 21.81%	4,848 $746,000
Q4 2022 Feb 13, 2023	SELL	$144.84 - $158.71 $23,753 - $26,028	-164 Reduced 3.96%	3,980 $604,000
Q3 2022 Oct 21, 2022	BUY	N/A	694 Added 20.12%	4,144 $560,000
Q2 2022 Aug 02, 2022	SELL	N/A	-333 Reduced 8.8%	3,450 $495,000
Q1 2022 May 02, 2022	SELL	N/A	-571 Reduced 13.11%	3,783 $614,000
Q4 2021 Feb 03, 2022	BUY	N/A	1,789 Added 69.75%	4,354 $748,000
Q3 2021 Nov 09, 2021	BUY	N/A	515 Added 25.12%	2,565 $394,000
Q2 2021 Aug 04, 2021	BUY	N/A	2,013 Added 5440.54%	2,050 $317,000
Q4 2020 Feb 01, 2021	SELL	N/A	-249 Reduced 87.06%	37 $5,000
Q3 2020 Oct 28, 2020	BUY	N/A	250 Added 694.44%	286 $37,000
Q2 2019 Aug 06, 2019	BUY	N/A	1 Added 2.86%	36 $4,000
Q4 2017 Jan 31, 2018	BUY	N/A	1 Added 2.94%	35 $4,000
Q3 2017 Oct 20, 2017	BUY	N/A	34	34 $3,000

Others Institutions Holding VIG

# of Institutions

2,668

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

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About VANGUARD DIVIDEND APPRECIATION

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Jfs Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History