Jfs Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

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 66,250 shares of VIG stock, worth $12.1 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
66,250
Previous 66,721 0.71%
Holding current value
$12.1 Million
Previous $12.2 Million 0.71%
% of portfolio
0.83%
Previous 0.82%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,458
Shares Held
252M
Call Options Held
626K
Put Options Held
183K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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