Jfs Wealth Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025
Number of Shares
1,976
Previous 1,977 0.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
N/A
-1 Reduced 0.05%
1,976 $0
Q3 2025

Nov 10, 2025
SELL
N/A
-782 Reduced 28.34%
1,977 $0
Q1 2025

Apr 22, 2025
SELL
N/A
-2,000 Reduced 42.03%
2,759 $0
Q4 2024

Jan 30, 2025
BUY
N/A
2,759 Added 137.95%
4,759 $0
Q3 2024

Oct 25, 2024
BUY
N/A
2,000 New
2,000 $0
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