Jfs Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,950 shares of VV stock, worth $818,094. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,950

Previous 17,163 82.81%

Holding current value

$818,094

Previous $4.52 Million 82.4%

% of portfolio

0.05%

Previous 0.3%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$260.27 - $280.65 $3.7 Million - $3.99 Million	-14,213 Reduced 82.81%	2,950 $795,000
Q3 2024 Oct 25, 2024	BUY	$236.92 - $263.4 $538,282 - $598,444	2,272 Added 15.26%	17,163 $4.52 Million
Q2 2024 Jul 15, 2024	SELL	$227.27 - $251.65 $612,947 - $678,700	-2,697 Reduced 15.33%	14,891 $3.72 Million
Q1 2024 Apr 30, 2024	BUY	$214.62 - $240.49 $488,260 - $547,114	2,275 Added 14.86%	17,588 $4.22 Million
Q4 2023 Feb 07, 2024	BUY	$188.0 - $219.17 $7,896 - $9,205	42 Added 0.28%	15,313 $3.34 Million
Q3 2023 Nov 02, 2023	SELL	$195.09 - $209.59 $1.91 Million - $2.05 Million	-9,785 Reduced 39.05%	15,271 $2.99 Million
Q2 2023 Aug 07, 2023	BUY	$184.38 - $202.72 $368 - $405	2 Added 0.01%	25,056 $5.08 Million
Q1 2023 Apr 19, 2023	BUY	$172.79 - $190.36 $345 - $380	2 Added 0.01%	25,054 $4.68 Million
Q4 2022 Feb 13, 2023	BUY	$162.98 - $185.93 $488 - $557	3 Added 0.01%	25,052 $4.36 Million
Q3 2022 Oct 21, 2022	BUY	$163.56 - $196.95 $490 - $590	3 Added 0.01%	25,049 $4.1 Million
Q2 2022 Aug 02, 2022	BUY	$167.29 - $210.78 $334 - $421	2 Added 0.01%	25,046 $4.32 Million
Q1 2022 May 02, 2022	BUY	$191.25 - $221.63 $191 - $221	1 Added 0.0%	25,044 $5.22 Million
Q4 2021 Feb 03, 2022	BUY	$200.26 - $221.75 $627,014 - $694,299	3,131 Added 14.29%	25,043 $5.54 Million
Q3 2021 Nov 09, 2021	BUY	$199.12 - $212.29 $2.52 Million - $2.69 Million	12,664 Added 136.94%	21,912 $4.4 Million
Q2 2021 Aug 04, 2021	BUY	$187.36 - $200.75 $1.61 Million - $1.72 Million	8,588 Added 1301.21%	9,248 $1.86 Million
Q1 2021 Apr 28, 2021	BUY	$173.39 - $186.2 $18,726 - $20,109	108 Added 19.57%	660 $122,000
Q4 2020 Feb 01, 2021	BUY	$152.54 - $175.74 $610 - $702	4 Added 0.73%	552 $97,000
Q3 2020 Oct 28, 2020	BUY	$144.11 - $166.66 $288 - $333	2 Added 0.37%	548 $86,000
Q2 2020 Aug 05, 2020	BUY	$113.24 - $149.5 $339 - $448	3 Added 0.55%	546 $78,000
Q4 2019 Feb 03, 2020	BUY	$132.26 - $148.31 $396 - $444	3 Added 0.56%	543 $80,000
Q3 2019 Oct 31, 2019	BUY	$135.59 - $138.25 $677 - $691	5 Added 0.93%	540 $74,000
Q2 2019 Aug 06, 2019	BUY	N/A	3 Added 0.56%	535 $72,000
Q4 2018 Jan 28, 2019	BUY	N/A	5 Added 0.95%	532 $61,000
Q2 2018 Jul 26, 2018	SELL	N/A	-47 Reduced 8.19%	527 $66,000
Q1 2018 Apr 26, 2018	BUY	N/A	2 Added 0.35%	574 $70,000
Q4 2017 Jan 31, 2018	BUY	N/A	3 Added 0.53%	572 $70,000
Q3 2017 Oct 20, 2017	BUY	N/A	569	569 $66,000

Others Institutions Holding VV

# of Institutions

1,228

Shares Held

105M

Call Options Held

29.3K

Put Options Held

25.9K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History