JFS WEALTH ADVISORS, LLC – Vanguard Large Cap Index Fund Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$4.09M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.01% | 3 shares | -220K | $163.56 | 25.04K |
| Q2 2022 | share | Increase | +0.01% | 2 shares | -904K | $172.35 | 25.04K |
| Q1 2022 | share | Increase | 0.00% | 1 shares | -314K | $208.49 | 25.04K |
| Q4 2021 | share | Increase | +14.29% | 3.13K shares | 1.13M | $220.97 | 25.04K |
| Q3 2021 | share | Increase | +136.94% | 12.66K shares | 2.54M | $200.92 | 21.91K |
| Q2 2021 | share | Increase | +1301.21% | 8.58K shares | 1.73M | $200.14 | 9.24K |
| Q1 2021 | share | Increase | +19.57% | 108 shares | 25K | $184.16 | 660 |
| Q4 2020 | share | Increase | +0.73% | 4 shares | 11K | $174.08 | 552 |
| Q3 2020 | share | Increase | +0.37% | 2 shares | 8K | $154.35 | 548 |
| Q2 2020 | share | Increase | +0.55% | 3 shares | 14K | $140.53 | 546 |
| Q1 2020 | share | 0.00% | 0 shares | -16K | $115.87 | 543 | |
| Q4 2019 | share | Increase | +0.56% | 3 shares | 6K | $143.88 | 543 |
| Q3 2019 | share | Increase | +0.93% | 5 shares | 2K | $132 | 540 |
| Q2 2019 | share | Increase | +0.56% | 3 shares | 3K | $129.91 | 535 |
| Q1 2019 | share | 0.00% | 0 shares | 8K | $124.61 | 532 | |
| Q4 2018 | share | Increase | +0.95% | 5 shares | -9K | $109.63 | 532 |
| Q3 2018 | share | 0.00% | 0 shares | 4K | $126.65 | 527 | |
| Q2 2018 | share | Decrease | -8.19% | -47 shares | -4K | $117.78 | 527 |
| Q1 2018 | share | Increase | +0.35% | 2 shares | 0 | $113.92 | 574 |
| Q4 2017 | share | Increase | +0.53% | 3 shares | 4K | $114.71 | 572 |
| Q3 2017 | share | Increase | +0.53% | 3 shares | 3K | $107.48 | 569 |
| Q2 2017 | share | Decrease | -5.03% | -30 shares | 2K | $102.88 | 566 |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $99.74 | 596 | |
| Q4 2016 | share | Increase | +0.51% | 3 shares | 2K | $94.02 | 596 |
| Q3 2016 | share | Decrease | -2.95% | -18 shares | 0 | $90.56 | 593 |
| Q2 2016 | share | Increase | +0.33% | 2 shares | 2K | $87.04 | 611 |
| Q1 2016 | share | Increase | +0.50% | 3 shares | 0 | $84.99 | 609 |