Jfs Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 9,617 shares of VT stock, worth $1.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,617

Previous 9,679 0.64%

Holding current value

$1.19 Million

Previous $1.16 Million 2.5%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$117.09 - $123.07 $7,259 - $7,630	-62 Reduced 0.64%	9,617 $1.13 Million
Q3 2024 Oct 25, 2024	BUY	$107.72 - $119.96 $1.04 Million - $1.16 Million	9,679 New	9,679 $1.16 Million
Q3 2020 Oct 28, 2020	BUY	$75.3 - $85.07 $12,499 - $14,121	166 Added 425.64%	205 $17,000
Q1 2020 Apr 29, 2020	BUY	$54.48 - $83.17 $2,124 - $3,243	39 New	39 $2,000
Q1 2019 Apr 23, 2019	SELL	N/A	-57 Closed	0 $0
Q2 2018 Jul 26, 2018	BUY	N/A	3 Added 5.56%	57 $4,000
Q4 2017 Jan 31, 2018	BUY	N/A	3 Added 5.88%	54 $4,000
Q3 2017 Oct 20, 2017	BUY	N/A	51	51 $4,000

Others Institutions Holding VT

# of Institutions

1,082

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

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.

Account

Jfs Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History