A detailed history of Jfg Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 13,632 shares of VTI stock, worth $3.96 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
13,632
Previous 10,484 30.03%
Holding current value
$3.96 Million
Previous $2.8 Million 37.66%
% of portfolio
1.06%
Previous 0.8%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$255.18 - $283.2 $803,306 - $891,513
3,148 Added 30.03%
13,632 $3.86 Million
Q2 2024

Aug 01, 2024

SELL
$245.23 - $269.4 $413,948 - $454,747
-1,688 Reduced 13.87%
10,484 $2.8 Million
Q1 2024

May 10, 2024

BUY
$232.77 - $260.14 $172,017 - $192,243
739 Added 6.46%
12,172 $3.16 Million
Q4 2023

Feb 06, 2024

SELL
$203.12 - $238.25 $149,699 - $175,590
-737 Reduced 6.06%
11,433 $2.71 Million
Q2 2023

Jul 31, 2023

BUY
$200.75 - $220.28 $147,149 - $161,465
733 Added 6.41%
12,170 $2.68 Million
Q4 2022

Feb 01, 2023

SELL
$179.3 - $204.18 $44,107 - $50,228
-246 Reduced 2.11%
11,437 $2.19 Million
Q3 2022

Nov 10, 2022

BUY
$179.47 - $216.24 $26,202 - $31,571
146 Added 1.27%
11,683 $2.1 Million
Q2 2022

Aug 11, 2022

BUY
$183.02 - $230.52 $8,601 - $10,834
47 Added 0.41%
11,537 $2.18 Million
Q1 2022

May 06, 2022

BUY
$209.9 - $242.97 $62,550 - $72,405
298 Added 2.66%
11,490 $2.62 Million
Q4 2021

Feb 11, 2022

BUY
$221.73 - $242.96 $229,268 - $251,220
1,034 Added 10.18%
11,192 $2.7 Million
Q3 2021

Nov 15, 2021

BUY
$219.23 - $234.37 $2.23 Million - $2.38 Million
10,158 New
10,158 $2.26 Million

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Jfg Wealth Management, LLC Portfolio

Follow Jfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfg Wealth Management, LLC with notifications on news.