Jfs Wealth Advisors, LLC Vanguard Information Technolog Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 853 shares of VGT stock, worth $593,773. This represents 0.04% of its overall portfolio holdings.

Number of Shares

853

Previous 853 -0.0%

Holding current value

$593,773

Previous $462,000 22.29%

% of portfolio

0.04%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$571.78 - $647.97 $12,007 - $13,607	21 Added 2.52%	853 $530,000
Q3 2024 Oct 25, 2024	BUY	$514.43 - $606.85 $354,956 - $418,726	690 Added 485.92%	832 $487,000
Q4 2023 Feb 07, 2024	BUY	$399.56 - $486.79 $399 - $486	1 Added 0.71%	142 $68,000
Q2 2023 Aug 07, 2023	SELL	$368.4 - $443.39 $5,894 - $7,094	-16 Reduced 10.19%	141 $62,000
Q1 2023 Apr 19, 2023	BUY	$311.14 - $385.47 $4,978 - $6,167	16 Added 11.35%	157 $60,000
Q4 2022 Feb 13, 2023	SELL	$300.84 - $349.17 $2,406 - $2,793	-8 Reduced 5.37%	141 $45,000
Q3 2022 Oct 21, 2022	BUY	$307.37 - $391.03 $2,458 - $3,128	8 Added 5.67%	149 $46,000
Q1 2022 May 02, 2022	SELL	$366.81 - $462.0 $46,951 - $59,136	-128 Reduced 47.58%	141 $59,000
Q2 2021 Aug 04, 2021	BUY	$351.88 - $400.08 $22,872 - $26,005	65 Added 31.86%	269 $107,000
Q1 2021 Apr 28, 2021	BUY	$339.41 - $380.61 $33,941 - $38,061	100 Added 96.15%	204 $73,000
Q4 2020 Feb 01, 2021	SELL	$297.99 - $355.36 $47,082 - $56,146	-158 Reduced 60.31%	104 $37,000
Q3 2020 Oct 28, 2020	BUY	$279.37 - $338.36 $44,140 - $53,460	158 Added 151.92%	262 $82,000
Q2 2019 Aug 06, 2019	SELL	N/A	-11 Reduced 9.57%	104 $22,000
Q4 2018 Jan 28, 2019	SELL	N/A	-141 Reduced 55.08%	115 $19,000
Q2 2018 Jul 26, 2018	SELL	N/A	-78 Reduced 23.35%	256 $46,000
Q1 2018 Apr 26, 2018	BUY	N/A	8 Added 2.45%	334 $57,000
Q4 2017 Jan 31, 2018	BUY	N/A	16 Added 5.16%	326 $54,000
Q3 2017 Oct 20, 2017	BUY	N/A	310	310 $47,000

Others Institutions Holding VGT

# of Institutions

1,911

Shares Held

52.3M

Call Options Held

1.12M

Put Options Held

480K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

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 Information Technolog Transaction History