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

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 16,793 shares of VBR stock, worth $3.4 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,793
Previous 399 4108.77%
Holding current value
$3.4 Million
Previous $72,000 4581.94%
% of portfolio
0.23%
Previous 0.01%

Shares

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

Oct 25, 2024
BUY
$179.99 - $201.6 $2.95 Million - $3.31 Million
16,394 Added 4108.77%
16,793 $3.37 Million
Q2 2024

Jul 15, 2024
SELL
$177.65 - $191.11 $8,704 - $9,364
-49 Reduced 10.94%
399 $72,000
Q1 2024

Apr 30, 2024
BUY
$172.45 - $191.88 $30,178 - $33,579
175 Added 64.1%
448 $85,000
Q4 2023

Feb 07, 2024
SELL
$149.18 - $181.94 $4,027 - $4,912
-27 Reduced 9.0%
273 $49,000
Q3 2023

Nov 02, 2023
BUY
$157.33 - $174.39 $6,135 - $6,801
39 Added 14.94%
300 $47,000
Q4 2022

Feb 13, 2023
BUY
$147.25 - $169.54 $36,518 - $42,045
248 Added 1907.69%
261 $41,000
Q1 2022

May 02, 2022
SELL
$165.62 - $182.58 $3,478 - $3,834
-21 Reduced 61.76%
13 $2,000
Q4 2021

Feb 03, 2022
BUY
$168.72 - $185.72 $3,543 - $3,900
21 Added 161.54%
34 $6,000
Q4 2020

Feb 01, 2021
SELL
$111.89 - $142.79 $1,342 - $1,713
-12 Reduced 48.0%
13 $2,000
Q3 2020

Oct 28, 2020
BUY
$102.46 - $117.9 $2,561 - $2,947
25 New
25 $3,000
Q2 2019

Aug 06, 2019
SELL
N/A
-15 Closed
0 $0
Q1 2019

Apr 23, 2019
SELL
N/A
-128 Reduced 89.51%
15 $2,000
Q4 2018

Jan 28, 2019
SELL
N/A
-331 Reduced 69.83%
143 $16,000
Q3 2018

Nov 09, 2018
BUY
N/A
297 Added 167.8%
474 $66,000
Q3 2017

Oct 20, 2017
BUY
N/A
177
177 $23,000

Others Institutions Holding VBR

# of Institutions
1,559
Shares Held
93M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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