Jfs Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,148 shares of VGIT stock, worth $308,880. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,148

Previous 8,411 38.79%

Holding current value

$308,880

Previous $503,000 38.57%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$58.97 - $60.36 $192,419 - $196,954	-3,263 Reduced 38.79%	5,148 $309,000
Q2 2025 Jul 24, 2025	SELL	$58.63 - $59.9 $126,758 - $129,503	-2,162 Reduced 20.45%	8,411 $503,000
Q1 2025 Apr 22, 2025	BUY	$57.44 - $59.4 $308,969 - $319,512	5,379 Added 103.56%	10,573 $628,000
Q4 2024 Jan 30, 2025	SELL	$57.78 - $60.4 $26,174 - $27,361	-453 Reduced 8.02%	5,194 $301,000
Q3 2024 Oct 25, 2024	BUY	$57.8 - $60.8 $283,220 - $297,920	4,900 Added 655.96%	5,647 $341,000

Q2 2024 Jul 15, 2024	BUY	$57.14 - $58.53 $42,683 - $43,721	747 New	747 $43,000
Q4 2023 Feb 07, 2024	BUY	$56.15 - $59.51 $505 - $535	9 New	9 $0
Q4 2018 Jan 28, 2019	SELL	N/A	-286 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	286 New	286 $18,000

Others Institutions Holding VGIT

# of Institutions

914

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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 Intermediate Term Tre Transaction History