Jfs Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 63,542 shares of VIG stock, worth $11.6 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

63,542

Previous 64,003 0.72%

Holding current value

$11.6 Million

Previous $11.7 Million 0.72%

% of portfolio

0.68%

Previous 0.75%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	N/A	-461 Reduced 0.72%	63,542 $11.6 Million
Q2 2025 Jul 24, 2025	SELL	N/A	-1,017 Reduced 1.56%	64,003 $11.7 Million
Q1 2025 Apr 22, 2025	SELL	N/A	-1,230 Reduced 1.86%	65,020 $11.8 Million
Q4 2024 Jan 30, 2025	SELL	N/A	-471 Reduced 0.71%	66,250 $12.1 Million
Q3 2024 Oct 25, 2024	BUY	$182.15 - $182.15 $11.2 Million - $11.2 Million	61,668 Added 1220.42%	66,721 $12.2 Million

Q2 2024 Jul 15, 2024	BUY	$173.33 - $185.29 $155,303 - $166,019	896 Added 21.55%	5,053 $922,000
Q1 2024 Apr 30, 2024	BUY	$168.47 - $182.98 $2,695 - $2,927	16 Added 0.39%	4,157 $759,000
Q4 2023 Feb 07, 2024	BUY	$150.16 - $171.16 $8,408 - $9,584	56 Added 1.37%	4,141 $705,000
Q3 2023 Nov 02, 2023	BUY	$155.38 - $166.95 $2,641 - $2,838	17 Added 0.42%	4,085 $634,000
Q2 2023 Aug 07, 2023	SELL	$152.74 - $162.43 $119,137 - $126,695	-780 Reduced 16.09%	4,068 $660,000
Q1 2023 Apr 19, 2023	BUY	$147.24 - $158.33 $127,804 - $137,430	868 Added 21.81%	4,848 $746,000
Q4 2022 Feb 13, 2023	SELL	$144.84 - $158.71 $23,753 - $26,028	-164 Reduced 3.96%	3,980 $604,000
Q3 2022 Oct 21, 2022	BUY	N/A	694 Added 20.12%	4,144 $560,000
Q2 2022 Aug 02, 2022	SELL	N/A	-333 Reduced 8.8%	3,450 $495,000
Q1 2022 May 02, 2022	SELL	N/A	-571 Reduced 13.11%	3,783 $614,000
Q4 2021 Feb 03, 2022	BUY	N/A	1,789 Added 69.75%	4,354 $748,000
Q3 2021 Nov 09, 2021	BUY	N/A	515 Added 25.12%	2,565 $394,000
Q2 2021 Aug 04, 2021	BUY	N/A	2,013 Added 5440.54%	2,050 $317,000
Q4 2020 Feb 01, 2021	SELL	N/A	-249 Reduced 87.06%	37 $5,000
Q3 2020 Oct 28, 2020	BUY	N/A	250 Added 694.44%	286 $37,000
Q2 2019 Aug 06, 2019	BUY	N/A	1 Added 2.86%	36 $4,000
Q4 2017 Jan 31, 2018	BUY	N/A	1 Added 2.94%	35 $4,000
Q3 2017 Oct 20, 2017	BUY	N/A	34	34 $3,000

Others Institutions Holding VIG

# of Institutions

2,653

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

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 Dividend Appreciation Transaction History