Jfs Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 12,772 shares of VNQ stock, worth $1.07 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,772
Previous 13,770 7.25%
Holding current value
$1.07 Million
Previous $1.22 Million 9.21%
% of portfolio
0.09%
Previous 0.1%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$82.58 - $89.12 $82,414 - $88,941
-998 Reduced 7.25%
12,772 $1.1 Million
Q4 2023

Feb 07, 2024
SELL
$71.05 - $89.54 $67,923 - $85,600
-956 Reduced 6.49%
13,770 $1.22 Million
Q3 2023

Nov 02, 2023
SELL
$75.44 - $86.89 $13,202 - $15,205
-175 Reduced 1.17%
14,726 $1.11 Million
Q2 2023

Aug 07, 2023
BUY
$78.4 - $83.98 $58,094 - $62,229
741 Added 5.23%
14,901 $1.25 Million
Q1 2023

Apr 19, 2023
SELL
$77.59 - $93.7 $371,035 - $448,073
-4,782 Reduced 25.25%
14,160 $1.18 Million
Q4 2022

Feb 13, 2023
SELL
$81.07 - $88.09 $38,589 - $41,930
-476 Reduced 2.45%
18,942 $1.56 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-42 Reduced 0.22%
19,418 $1.56 Million
Q2 2022

Aug 02, 2022
BUY
N/A
16 Added 0.08%
19,460 $1.77 Million
Q1 2022

May 02, 2022
SELL
N/A
-442 Reduced 2.22%
19,444 $2.11 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-1,231 Reduced 5.83%
19,886 $2.31 Million
Q3 2021

Nov 09, 2021
BUY
N/A
533 Added 2.59%
21,117 $2.15 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-6,961 Reduced 25.27%
20,584 $2.1 Million
Q1 2021

Apr 28, 2021
SELL
N/A
-150 Reduced 0.54%
27,545 $2.53 Million
Q4 2020

Feb 01, 2021
BUY
N/A
6,221 Added 28.97%
27,695 $2.35 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-2,756 Reduced 11.37%
21,474 $1.7 Million
Q2 2020

Aug 05, 2020
BUY
N/A
3,668 Added 17.84%
24,230 $1.9 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-936 Reduced 4.35%
20,562 $1.44 Million
Q4 2019

Feb 03, 2020
SELL
N/A
-577 Reduced 2.61%
21,498 $2 Million
Q3 2019

Oct 31, 2019
BUY
N/A
283 Added 1.3%
22,075 $2.06 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-2,677 Reduced 10.94%
21,792 $1.91 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-2,198 Reduced 8.24%
24,469 $2.13 Million
Q4 2018

Jan 28, 2019
SELL
N/A
-3,922 Reduced 12.82%
26,667 $1.99 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-8,873 Reduced 22.48%
30,589 $2.47 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-2,419 Reduced 5.78%
39,462 $3.21 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-813 Reduced 1.9%
41,881 $3.16 Million
Q4 2017

Jan 31, 2018
BUY
N/A
2,157 Added 5.32%
42,694 $3.54 Million
Q3 2017

Oct 20, 2017
BUY
N/A
40,537
40,537 $3.37 Million

Others Institutions Holding VNQ

# of Institutions
1,749
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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