Jfs Wealth Advisors, LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,350 shares of VBK stock, worth $356,157. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,350

Previous 390 246.15%

Holding current value

$356,157

Previous $109,000 211.01%

% of portfolio

0.02%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$247.97 - $296.33 $238,051 - $284,476	960 Added 246.15%	1,350 $339,000
Q2 2024 Jul 15, 2024	SELL	$237.63 - $258.31 $40,872 - $44,429	-172 Reduced 30.6%	390 $97,000
Q1 2024 Apr 30, 2024	BUY	$231.0 - $260.72 $39,732 - $44,843	172 Added 44.1%	562 $146,000
Q4 2022 Feb 13, 2023	BUY	$192.0 - $216.09 $14,592 - $16,422	76 Added 24.2%	390 $78,000
Q4 2021 Feb 03, 2022	SELL	$269.22 - $305.79 $2,153 - $2,446	-8 Reduced 2.48%	314 $88,000
Q3 2021 Nov 09, 2021	BUY	$273.65 - $297.37 $85,926 - $93,374	314 Added 3925.0%	322 $90,000
Q4 2020 Feb 01, 2021	SELL	$216.78 - $272.28 $2,167 - $2,722	-10 Reduced 55.56%	8 $2,000
Q3 2020 Oct 28, 2020	BUY	$197.81 - $223.21 $3,560 - $4,017	18 New	18 $4,000
Q4 2018 Jan 28, 2019	SELL	N/A	-230 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	230 New	230 $43,000

Others Institutions Holding VBK

# of Institutions

1,209

Shares Held

44.8M

Call Options Held

48.5K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

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Jfs Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History