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 8,411 shares of VGIT stock, worth $504,491. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,411
Previous 10,573 20.45%
Holding current value
$504,491
Previous $628,000 19.9%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.