Jfs Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 253,320 shares of BND stock, worth $18.2 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

253,320

Previous 245,411 3.22%

Holding current value

$18.2 Million

Previous $18.4 Million 1.17%

% of portfolio

1.25%

Previous 1.24%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$71.75 - $75.11 $567,470 - $594,044	7,909 Added 3.22%	253,320 $18.2 Million
Q3 2024 Oct 25, 2024	BUY	$71.45 - $75.64 $980,651 - $1.04 Million	13,725 Added 5.92%	245,411 $18.4 Million
Q2 2024 Jul 15, 2024	BUY	$70.55 - $72.66 $524,186 - $539,863	7,430 Added 3.31%	231,686 $16.7 Million
Q1 2024 Apr 30, 2024	BUY	$71.76 - $73.66 $269,243 - $276,372	3,752 Added 1.7%	224,256 $16.3 Million
Q4 2023 Feb 07, 2024	BUY	$68.04 - $73.9 $3.45 Million - $3.75 Million	50,684 Added 29.85%	220,504 $16.2 Million
Q3 2023 Nov 02, 2023	SELL	$69.63 - $72.91 $207,567 - $217,344	-2,981 Reduced 1.73%	169,820 $11.9 Million
Q2 2023 Aug 07, 2023	BUY	$72.23 - $74.46 $9,245 - $9,530	128 Added 0.07%	172,801 $12.6 Million
Q1 2023 Apr 19, 2023	BUY	$71.33 - $74.57 $31,955 - $33,407	448 Added 0.26%	172,673 $12.7 Million
Q4 2022 Feb 13, 2023	BUY	$69.38 - $73.88 $2.59 Million - $2.76 Million	37,296 Added 27.64%	172,225 $12.4 Million
Q3 2022 Oct 21, 2022	BUY	$70.77 - $77.08 $123,281 - $134,273	1,742 Added 1.31%	134,929 $9.63 Million
Q2 2022 Aug 02, 2022	BUY	$73.3 - $79.23 $385,631 - $416,829	5,261 Added 4.11%	133,187 $10 Million
Q1 2022 May 02, 2022	BUY	$78.72 - $84.18 $592,210 - $633,286	7,523 Added 6.25%	127,926 $10.2 Million
Q4 2021 Feb 03, 2022	BUY	$84.47 - $85.89 $364,403 - $370,529	4,314 Added 3.72%	120,403 $10.2 Million
Q3 2021 Nov 09, 2021	SELL	$85.45 - $86.85 $363,760 - $369,720	-4,257 Reduced 3.54%	116,089 $9.92 Million
Q2 2021 Aug 04, 2021	BUY	$84.67 - $85.92 $3.97 Million - $4.03 Million	46,868 Added 63.79%	120,346 $10.3 Million
Q1 2021 Apr 28, 2021	BUY	$84.36 - $88.07 $1.54 Million - $1.61 Million	18,264 Added 33.08%	73,478 $6.23 Million
Q4 2020 Feb 01, 2021	BUY	$87.44 - $88.49 $1.34 Million - $1.36 Million	15,345 Added 38.49%	55,214 $4.87 Million
Q3 2020 Oct 28, 2020	BUY	$88.13 - $89.48 $965,464 - $980,253	10,955 Added 37.89%	39,869 $3.52 Million
Q2 2020 Aug 05, 2020	SELL	$85.6 - $88.34 $60,433 - $62,368	-706 Reduced 2.38%	28,914 $2.55 Million
Q1 2020 Apr 29, 2020	BUY	$80.33 - $87.96 $135,597 - $148,476	1,688 Added 6.04%	29,620 $2.53 Million
Q4 2019 Feb 03, 2020	BUY	$83.39 - $84.94 $333 - $339	4 Added 0.01%	27,932 $2.34 Million
Q3 2019 Oct 31, 2019	SELL	$83.3 - $84.54 $653,571 - $663,300	-7,846 Reduced 21.93%	27,928 $2.36 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-264 Reduced 0.73%	35,774 $2.97 Million
Q1 2019 Apr 23, 2019	BUY	N/A	172 Added 0.48%	36,038 $2.93 Million
Q4 2018 Jan 28, 2019	BUY	N/A	29,613 Added 473.58%	35,866 $2.84 Million
Q3 2018 Nov 09, 2018	BUY	N/A	4 Added 0.06%	6,253 $492,000
Q2 2018 Jul 26, 2018	BUY	N/A	1,002 Added 19.1%	6,249 $495,000
Q3 2017 Oct 20, 2017	BUY	N/A	5,247	5,247 $430,000

Others Institutions Holding BND

# of Institutions

1,672

Shares Held

1.07B

Call Options Held

379K

Put Options Held

28.3K

View Full List

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

More about BND

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 Bd Index Fd Inc Total Transaction History