Jfs Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,658 shares of VFH stock, worth $215,440. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,658

Previous 1,825 9.15%

Holding current value

$215,440

Previous $218,000 3.21%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$104.87 - $127.3 $17,513 - $21,259	-167 Reduced 9.15%	1,658 $211,000
Q1 2025 Apr 22, 2025	BUY	$114.07 - $127.34 $38,099 - $42,531	334 Added 22.4%	1,825 $218,000
Q3 2024 Oct 25, 2024	SELL	$99.27 - $111.21 $12,408 - $13,901	-125 Reduced 7.74%	1,491 $163,000
Q2 2024 Jul 15, 2024	BUY	$95.9 - $103.0 $11,987 - $12,875	125 Added 8.38%	1,616 $161,000
Q1 2022 May 02, 2022	SELL	$87.26 - $101.75 $17,713 - $20,655	-203 Reduced 11.98%	1,491 $139,000
Q3 2021 Nov 09, 2021	BUY	$86.32 - $96.09 $128,703 - $143,270	1,491 Added 734.48%	1,694 $157,000
Q2 2021 Aug 04, 2021	BUY	$85.53 - $94.49 $17,362 - $19,181	203 New	203 $18,000
Q2 2019 Aug 06, 2019	SELL	N/A	-43 Closed	0 $0
Q4 2018 Jan 28, 2019	BUY	N/A	43 New	43 $3,000
Q2 2018 Jul 26, 2018	SELL	N/A	-64 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	N/A	54 Added 540.0%	64 $4,000
Q4 2017 Jan 31, 2018	BUY	N/A	10	10 $1,000

Others Institutions Holding VFH

# of Institutions

792

Shares Held

55.7M

Call Options Held

81.7K

Put Options Held

3.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Jfs Wealth Advisors, LLC Vanguard Financial ETF Transaction History