A detailed history of Jfg Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 635,753 shares of VV stock, worth $154 Million. This represents 40.88% of its overall portfolio holdings.

Number of Shares
635,753
Previous 600,086 5.94%
Holding current value
$154 Million
Previous $131 Million 16.44%
% of portfolio
40.88%
Previous 37.62%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$214.62 - $240.49 $7.65 Million - $8.58 Million
35,667 Added 5.94%
635,753 $152 Million
Q4 2023

Feb 06, 2024

SELL
$188.0 - $219.17 $278,240 - $324,371
-1,480 Reduced 0.25%
600,086 $131 Million
Q3 2023

Nov 07, 2023

BUY
$195.09 - $209.59 $4.64 Million - $4.98 Million
23,759 Added 4.11%
601,566 $118 Million
Q2 2023

Jul 31, 2023

SELL
$184.38 - $202.72 $527,326 - $579,779
-2,860 Reduced 0.49%
577,807 $117 Million
Q1 2023

May 09, 2023

BUY
$172.79 - $190.36 $571,243 - $629,330
3,306 Added 0.57%
580,667 $108 Million
Q4 2022

Feb 01, 2023

BUY
$170.57 - $185.93 $52.8 Million - $57.6 Million
309,769 Added 115.76%
577,361 $101 Million
Q3 2022

Nov 10, 2022

SELL
N/A
-227,466 Reduced 45.95%
267,592 $43.8 Million
Q2 2022

Aug 11, 2022

BUY
N/A
40,265 Added 8.85%
495,058 $85.3 Million
Q1 2022

May 06, 2022

BUY
N/A
84,621 Added 22.86%
454,793 $94.8 Million
Q4 2021

Feb 11, 2022

BUY
N/A
78,444 Added 26.89%
370,172 $81.8 Million
Q3 2021

Nov 15, 2021

BUY
N/A
8,484 Added 3.0%
291,728 $58.6 Million
Q2 2021

Aug 12, 2021

BUY
N/A
54,792 Added 23.98%
283,244 $56.9 Million
Q1 2021

May 12, 2021

BUY
N/A
15,595 Added 7.33%
228,452 $42.3 Million
Q4 2020

Feb 03, 2021

BUY
N/A
6,313 Added 3.06%
212,857 $37.4 Million
Q3 2020

Nov 03, 2020

SELL
N/A
-16,414 Reduced 7.36%
206,544 $0
Q2 2020

Aug 12, 2020

BUY
N/A
115,492 Added 107.47%
222,958 $31.9 Million
Q1 2020

May 12, 2020

BUY
N/A
3,054 Added 2.92%
107,466 $12.7 Million
Q4 2019

Feb 06, 2020

SELL
N/A
-1,156 Reduced 1.1%
104,412 $15.4 Million
Q3 2019

Nov 13, 2019

BUY
N/A
4,742 Added 4.7%
105,568 $14.4 Million
Q2 2019

Aug 01, 2019

BUY
N/A
18,176 Added 21.99%
100,826 $13.9 Million
Q1 2019

May 14, 2019

BUY
N/A
44,059 Added 114.17%
82,650 $10.7 Million
Q4 2018

Feb 14, 2019

BUY
N/A
38,591 New
38,591 $4.43 Million

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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.