JFS WEALTH ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$560,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +20.12% | 694 shares | 65K | $135.16 | 4.14K |
| Q2 2022 | share | Decrease | -8.80% | -333 shares | -119K | $143.47 | 3.45K |
| Q1 2022 | share | Decrease | -13.11% | -571 shares | -134K | $162.16 | 3.78K |
| Q4 2021 | share | Increase | +69.75% | 1.78K shares | 354K | $171.55 | 4.35K |
| Q3 2021 | share | Increase | +25.12% | 515 shares | 77K | $153.6 | 2.56K |
| Q2 2021 | share | Increase | +5440.54% | 2.01K shares | 312K | $154.1 | 2.05K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $145.78 | 37 | |
| Q4 2020 | share | Decrease | -87.06% | -249 shares | -32K | $139.42 | 37 |
| Q3 2020 | share | Increase | +694.44% | 250 shares | 33K | $126.46 | 286 |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $114.68 | 36 | |
| Q1 2020 | share | 0.00% | 0 shares | 0 | $100.66 | 36 | |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $120.82 | 36 | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $115.33 | 36 | |
| Q2 2019 | share | Increase | +2.86% | 1 shares | 0 | $110.56 | 36 |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $104.82 | 35 | |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $93.21 | 35 | |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $104.73 | 35 | |
| Q2 2018 | share | 0.00% | 0 shares | 1K | $95.71 | 35 | |
| Q1 2018 | share | 0.00% | 0 shares | -1K | $94.64 | 35 | |
| Q4 2017 | share | Increase | +2.94% | 1 shares | 1K | $95.19 | 35 |
| Q3 2017 | share | 0.00% | 0 shares | 0 | $87.96 | 34 | |
| Q2 2017 | share | 0.00% | 0 shares | 0 | $85.6 | 34 | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $82.62 | 34 | |
| Q4 2016 | share | 0.00% | 0 shares | 0 | $77.88 | 34 | |
| Q3 2016 | share | Decrease | -92.15% | -399 shares | -33K | $76.23 | 34 |
| Q2 2016 | share | 0.00% | 0 shares | 1K | $75.24 | 433 | |
| Q1 2016 | share | Increase | +1212.12% | 400 shares | 32K | $73.05 | 433 |