JFS WEALTH ADVISORS, LLC – Vanguard Real Estate Index Fund Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$1.55M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.22% | -42 shares | -216K | $80.17 | 19.41K |
| Q2 2022 | share | Increase | +0.08% | 16 shares | -334K | $91.11 | 19.46K |
| Q1 2022 | share | Decrease | -2.22% | -442 shares | -200K | $108.37 | 19.44K |
| Q4 2021 | share | Decrease | -5.83% | -1.23K shares | 158K | $115.69 | 19.88K |
| Q3 2021 | share | Increase | +2.59% | 533 shares | 54K | $101.78 | 21.11K |
| Q2 2021 | share | Decrease | -25.27% | -6.96K shares | -435K | $101.16 | 20.58K |
| Q1 2021 | share | Decrease | -0.54% | -150 shares | 178K | $90.64 | 27.54K |
| Q4 2020 | share | Increase | +28.97% | 6.22K shares | 656K | $83.32 | 27.69K |
| Q3 2020 | share | Decrease | -11.37% | -2.75K shares | -207K | $76.25 | 21.47K |
| Q2 2020 | share | Increase | +17.84% | 3.66K shares | 467K | $75.26 | 24.23K |
| Q1 2020 | share | Decrease | -4.35% | -936 shares | -559K | $66.29 | 20.56K |
| Q4 2019 | share | Decrease | -2.61% | -577 shares | -64K | $87.41 | 21.49K |
| Q3 2019 | share | Increase | +1.30% | 283 shares | 154K | $86.92 | 22.07K |
| Q2 2019 | share | Decrease | -10.94% | -2.67K shares | -222K | $80.82 | 21.79K |
| Q1 2019 | share | Decrease | -8.24% | -2.19K shares | 138K | $79.61 | 24.46K |
| Q4 2018 | share | Decrease | -12.82% | -3.92K shares | -479K | $67.83 | 26.66K |
| Q3 2018 | share | Decrease | -22.48% | -8.87K shares | -746K | $72.52 | 30.58K |
| Q2 2018 | share | Decrease | -5.78% | -2.41K shares | 53K | $72.19 | 39.46K |
| Q1 2018 | share | Decrease | -1.90% | -813 shares | -382K | $66.27 | 41.88K |
| Q4 2017 | share | Increase | +5.32% | 2.15K shares | 175K | $72.17 | 42.69K |
| Q3 2017 | share | Increase | +21.22% | 7.09K shares | 585K | $71.16 | 40.53K |
| Q2 2017 | share | Increase | +14.89% | 4.33K shares | 381K | $70.55 | 33.44K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $69.35 | 29.10K | |
| Q4 2016 | share | Decrease | -0.47% | -138 shares | -135K | $68.8 | 29.10K |
| Q3 2016 | share | Increase | +20.62% | 5K shares | 387K | $70.82 | 29.24K |
| Q2 2016 | share | Increase | +12.77% | 2.74K shares | 348K | $71.88 | 24.24K |
| Q1 2016 | share | Decrease | -0.04% | -8 shares | 87K | $67.33 | 21.49K |