Jfs Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 56,067 shares of VYM stock, worth $7.45 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

56,067

Previous 58,932 4.86%

Holding current value

$7.45 Million

Previous $7.56 Million 5.32%

% of portfolio

0.49%

Previous 0.51%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$126.68 - $134.74 $362,938 - $386,030	-2,865 Reduced 4.86%	56,067 $7.15 Million
Q3 2024 Oct 25, 2024	BUY	$117.9 - $128.2 $29,828 - $32,434	253 Added 0.43%	58,932 $7.56 Million
Q2 2024 Jul 15, 2024	BUY	$114.71 - $121.51 $37,051 - $39,247	323 Added 0.55%	58,679 $6.96 Million
Q1 2024 Apr 30, 2024	SELL	$109.98 - $120.99 $174,868 - $192,374	-1,590 Reduced 2.65%	58,356 $7.06 Million
Q4 2023 Feb 07, 2024	SELL	$98.71 - $111.84 $90,220 - $102,221	-914 Reduced 1.5%	59,946 $6.69 Million
Q3 2023 Nov 02, 2023	SELL	$103.32 - $110.34 $324,218 - $346,246	-3,138 Reduced 4.9%	60,860 $6.29 Million
Q2 2023 Aug 07, 2023	SELL	$101.36 - $107.68 $401,588 - $426,628	-3,962 Reduced 5.83%	63,998 $6.79 Million
Q1 2023 Apr 19, 2023	SELL	$100.82 - $111.44 $187,121 - $206,832	-1,856 Reduced 2.66%	67,960 $7.17 Million
Q4 2022 Feb 13, 2023	SELL	$96.14 - $113.15 $255,828 - $301,092	-2,661 Reduced 3.67%	69,816 $7.55 Million
Q3 2022 Oct 21, 2022	SELL	$94.88 - $110.28 $187,577 - $218,023	-1,977 Reduced 2.66%	72,477 $6.88 Million
Q2 2022 Aug 02, 2022	BUY	$99.2 - $114.57 $78,864 - $91,083	795 Added 1.08%	74,454 $7.57 Million
Q1 2022 May 02, 2022	SELL	$107.24 - $115.01 $536,307 - $575,165	-5,001 Reduced 6.36%	73,659 $8.27 Million
Q4 2021 Feb 03, 2022	SELL	$104.33 - $112.16 $28,690 - $30,844	-275 Reduced 0.35%	78,660 $8.82 Million
Q3 2021 Nov 09, 2021	SELL	$102.3 - $108.36 $302,296 - $320,203	-2,955 Reduced 3.61%	78,935 $8.16 Million
Q2 2021 Aug 04, 2021	BUY	$101.6 - $107.95 $144,983 - $154,044	1,427 Added 1.77%	81,890 $8.58 Million
Q1 2021 Apr 28, 2021	SELL	$90.4 - $101.83 $1.97 Million - $2.22 Million	-21,764 Reduced 21.29%	80,463 $8.13 Million
Q4 2020 Feb 01, 2021	SELL	$78.88 - $92.1 $269,138 - $314,245	-3,412 Reduced 3.23%	102,227 $9.36 Million
Q3 2020 Oct 28, 2020	SELL	$77.57 - $85.18 $427,177 - $469,086	-5,507 Reduced 4.95%	105,639 $8.55 Million
Q2 2020 Aug 05, 2020	SELL	$67.79 - $86.78 $721,827 - $924,033	-10,648 Reduced 8.74%	111,146 $8.76 Million
Q1 2020 Apr 29, 2020	BUY	$60.97 - $94.78 $35,362 - $54,972	580 Added 0.48%	121,794 $8.62 Million
Q4 2019 Feb 03, 2020	SELL	$85.84 - $94.47 $708,952 - $780,227	-8,259 Reduced 6.38%	121,214 $11.4 Million
Q3 2019 Oct 31, 2019	BUY	$88.2 - $89.75 $11,907 - $12,116	135 Added 0.1%	129,473 $11.5 Million
Q2 2019 Aug 06, 2019	BUY	N/A	297 Added 0.23%	129,338 $11.3 Million
Q1 2019 Apr 23, 2019	BUY	N/A	6,152 Added 5.01%	129,041 $11.1 Million
Q4 2018 Jan 28, 2019	BUY	N/A	2,921 Added 2.43%	122,889 $9.58 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-1,411 Reduced 1.16%	119,968 $10.4 Million
Q2 2018 Jul 26, 2018	BUY	N/A	101 Added 0.08%	121,379 $10.1 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-1,793 Reduced 1.46%	121,278 $10 Million
Q4 2017 Jan 31, 2018	BUY	N/A	1,644 Added 1.35%	123,071 $10.5 Million
Q3 2017 Oct 20, 2017	BUY	N/A	121,427	121,427 $9.84 Million

Others Institutions Holding VYM

# of Institutions

1,945

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Jfs Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History