Jfs Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 10,921 shares of VOO stock, worth $5.96 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

10,921

Previous 2,796 290.59%

Holding current value

$5.96 Million

Previous $1.4 Million 312.16%

% of portfolio

0.39%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$475.2 - $527.7 $3.86 Million - $4.29 Million	8,125 Added 290.59%	10,921 $5.76 Million
Q2 2024 Jul 15, 2024	BUY	$455.1 - $504.28 $180,674 - $200,199	397 Added 16.55%	2,796 $1.4 Million
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $10,735 - $12,033	25 Added 1.05%	2,399 $1.15 Million
Q4 2023 Feb 07, 2024	SELL	$377.32 - $438.19 $21,507 - $24,976	-57 Reduced 2.34%	2,374 $1.04 Million
Q3 2023 Nov 02, 2023	BUY	$392.7 - $420.68 $113,883 - $121,997	290 Added 13.55%	2,431 $954,000
Q2 2023 Aug 07, 2023	BUY	$371.44 - $407.28 $203,549 - $223,189	548 Added 34.4%	2,141 $871,000
Q1 2023 Apr 19, 2023	BUY	$348.66 - $382.94 $186,881 - $205,255	536 Added 50.71%	1,593 $599,000
Q4 2022 Feb 13, 2023	SELL	$327.64 - $374.54 $40,627 - $46,442	-124 Reduced 10.5%	1,057 $371,000
Q3 2022 Oct 21, 2022	BUY	$328.3 - $395.04 $7,550 - $9,085	23 Added 1.99%	1,181 $388,000
Q2 2022 Aug 02, 2022	SELL	$337.07 - $419.85 $3,370 - $4,198	-10 Reduced 0.86%	1,158 $402,000
Q1 2022 May 02, 2022	SELL	$382.7 - $439.25 $33,677 - $38,654	-88 Reduced 7.01%	1,168 $485,000
Q4 2021 Feb 03, 2022	BUY	$394.21 - $439.01 $167,933 - $187,018	426 Added 51.33%	1,256 $548,000
Q3 2021 Nov 09, 2021	SELL	$390.68 - $416.73 $52,741 - $56,258	-135 Reduced 13.99%	830 $327,000
Q2 2021 Aug 04, 2021	SELL	$368.16 - $394.32 $59,641 - $63,879	-162 Reduced 14.37%	965 $380,000
Q1 2020 Apr 29, 2020	SELL	$204.27 - $310.92 $30,844 - $46,948	-151 Reduced 11.82%	1,127 $267,000
Q4 2019 Feb 03, 2020	SELL	$264.57 - $296.67 $26,457 - $29,667	-100 Reduced 7.26%	1,278 $378,000
Q3 2019 Oct 31, 2019	SELL	$260.57 - $277.38 $46,381 - $49,373	-178 Reduced 11.44%	1,378 $376,000
Q3 2018 Nov 09, 2018	BUY	$248.79 - $269.75 $387,117 - $419,731	1,556 New	1,556 $416,000
Q2 2018 Jul 26, 2018	SELL	$236.48 - $256.33 $23,648 - $25,633	-100 Closed	0 $0
Q3 2017 Oct 20, 2017	BUY	$228.78 - $230.76 $22,878 - $23,076	100	100 $23,000

Others Institutions Holding VOO

# of Institutions

3,135

Shares Held

394M

Call Options Held

1.95M

Put Options Held

2.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Jfs Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History