Jfs Wealth Advisors, LLC Vanguard Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,353 shares of VGSH stock, worth $138,474. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,353

Previous 2,856 17.61%

Holding current value

$138,474

Previous $167,000 17.37%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$58.32 - $58.95 $29,334 - $29,651	-503 Reduced 17.61%	2,353 $138,000
Q1 2025 Apr 22, 2025	BUY	$58.07 - $58.69 $406 - $410	7 Added 0.25%	2,856 $167,000
Q4 2024 Jan 30, 2025	BUY	$58.02 - $58.88 $34,753 - $35,269	599 Added 26.62%	2,849 $165,000
Q3 2024 Oct 25, 2024	BUY	$57.74 - $59.13 $114,036 - $116,781	1,975 Added 718.18%	2,250 $132,000
Q2 2024 Jul 15, 2024	SELL	$57.55 - $58.0 $7,193 - $7,250	-125 Reduced 31.25%	275 $15,000
Q1 2024 Apr 30, 2024	SELL	$57.88 - $58.54 $5,788 - $5,854	-100 Reduced 20.0%	400 $23,000
Q4 2023 Feb 07, 2024	SELL	$57.34 - $58.41 $129,359 - $131,772	-2,256 Reduced 81.86%	500 $29,000
Q3 2023 Nov 02, 2023	BUY	$57.47 - $57.91 $21,781 - $21,947	379 Added 15.94%	2,756 $158,000
Q2 2023 Aug 07, 2023	BUY	$57.72 - $58.69 $25,974 - $26,410	450 Added 23.35%	2,377 $137,000
Q3 2021 Nov 09, 2021	BUY	$61.39 - $61.54 $118,298 - $118,587	1,927 New	1,927 $118,000

Others Institutions Holding VGSH

# of Institutions

1,064

Shares Held

285M

Call Options Held

Put Options Held

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About VANGUARD

Ticker VGSH
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Jfs Wealth Advisors, LLC Vanguard Transaction History