JFS WEALTH ADVISORS, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$308,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -20K | $121.77 | 2.53K | |
| Q2 2022 | share | 0.00% | 0 shares | -51K | $129.52 | 2.53K | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $149.67 | 2.53K | |
| Q4 2021 | share | Decrease | -12.15% | -350 shares | -22K | $150.11 | 2.53K |
| Q3 2021 | share | Increase | +11420.00% | 2.85K shares | 398K | $139.61 | 2.88K |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $139.93 | 25 | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $133.67 | 25 | |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $117.42 | 25 | |
| Q3 2020 | share | Increase | 0.00% | 25 shares | 3K | $99.43 | 25 |
| Q4 2018 | share | Decrease | -100.00% | -85 shares | -10K | $89.53 | 0 |
| Q3 2018 | share | Increase | 0.00% | 85 shares | 10K | $105.34 | 85 |