Jfs Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 10,131 shares of VB stock, worth $2.31 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,131

Previous 10,984 7.77%

Holding current value

$2.31 Million

Previous $2.64 Million 14.89%

% of portfolio

0.15%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$217.89 - $252.64 $185,860 - $215,501	-853 Reduced 7.77%	10,131 $2.25 Million
Q4 2024 Jan 30, 2025	BUY	$233.76 - $261.58 $233 - $261	1 Added 0.01%	10,984 $2.64 Million
Q3 2024 Oct 25, 2024	BUY	$214.77 - $237.72 $2.24 Million - $2.48 Million	10,447 Added 1949.07%	10,983 $2.61 Million
Q1 2024 Apr 30, 2024	BUY	$204.0 - $228.59 $204 - $228	1 Added 0.19%	536 $122,000
Q4 2023 Feb 07, 2024	SELL	$175.26 - $215.9 $45,217 - $55,702	-258 Reduced 32.53%	535 $114,000
Q3 2023 Nov 02, 2023	BUY	$186.24 - $208.75 $12,105 - $13,568	65 Added 8.93%	793 $149,000
Q2 2023 Aug 07, 2023	BUY	$181.26 - $198.89 $6,887 - $7,557	38 Added 5.51%	728 $144,000
Q4 2022 Feb 13, 2023	BUY	$172.82 - $196.57 $53,228 - $60,543	308 Added 80.63%	690 $126,000
Q3 2022 Oct 21, 2022	BUY	$170.45 - $206.62 $11,420 - $13,843	67 Added 21.27%	382 $65,000
Q2 2022 Aug 02, 2022	SELL	$170.7 - $214.67 $75,790 - $95,313	-444 Reduced 58.5%	315 $55,000
Q1 2022 May 02, 2022	SELL	$198.73 - $227.97 $5,961 - $6,839	-30 Reduced 3.8%	759 $161,000
Q4 2021 Feb 03, 2022	BUY	$215.13 - $239.37 $90,999 - $101,253	423 Added 115.57%	789 $178,000
Q3 2021 Nov 09, 2021	BUY	$211.9 - $229.42 $77,555 - $83,967	366 New	366 $80,000
Q4 2020 Feb 01, 2021	SELL	$156.0 - $196.91 $19,500 - $24,613	-125 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$143.34 - $162.04 $17,917 - $20,255	125 New	125 $19,000
Q1 2019 Apr 23, 2019	SELL	N/A	-37 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	N/A	1 Added 2.78%	37 $5,000
Q3 2017 Oct 20, 2017	BUY	N/A	36	36 $5,000

Others Institutions Holding VB

# of Institutions

2,368

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

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 Small Cap ETF Transaction History