A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 29,601 shares of VTV stock, worth $4.75 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
29,601
Previous 29,601 -0.0%
Holding current value
$4.75 Million
Previous $4.43 Million 8.93%
% of portfolio
0.38%
Previous 0.38%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$131.82 - $149.95 $68,678 - $78,123
-521 Reduced 1.73%
29,601 $4.43 Million
Q3 2023

Nov 02, 2023

SELL
$137.93 - $147.18 $951,303 - $1.02 Million
-6,897 Reduced 18.63%
30,122 $4.15 Million
Q4 2022

Feb 13, 2023

BUY
$136.96 - $146.24 $125,181 - $133,663
914 Added 2.53%
37,019 $5.2 Million
Q2 2022

Aug 02, 2022

SELL
N/A
-589 Reduced 1.61%
36,105 $4.76 Million
Q1 2022

May 02, 2022

SELL
N/A
-145 Reduced 0.39%
36,694 $5.42 Million
Q4 2021

Feb 03, 2022

BUY
N/A
4,690 Added 14.59%
36,839 $5.42 Million
Q3 2021

Nov 09, 2021

BUY
N/A
19,775 Added 159.81%
32,149 $4.35 Million
Q2 2021

Aug 04, 2021

BUY
N/A
12,374 New
12,374 $1.7 Million
Q4 2020

Feb 01, 2021

SELL
N/A
-165 Closed
0 $0
Q3 2020

Oct 28, 2020

BUY
N/A
165 New
165 $17,000
Q3 2018

Nov 09, 2018

SELL
N/A
-288 Closed
0 $0
Q1 2018

Apr 26, 2018

SELL
N/A
-45 Reduced 13.51%
288 $30,000
Q3 2017

Oct 20, 2017

BUY
N/A
333
333 $33,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.