JFS WEALTH ADVISORS, LLC – Vanguard Total Stock Market Index Fund Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$3.77M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.49% | 102 shares | -173K | $179.47 | 21.02K |
Q2 2022 | share | Decrease | -6.31% | -1.40K shares | -1.13M | $188.62 | 20.92K |
Q1 2022 | share | Increase | +0.94% | 209 shares | -256K | $227.67 | 22.32K |
Q4 2021 | share | Increase | +2.28% | 494 shares | 538K | $242.21 | 22.11K |
Q3 2021 | share | Decrease | -4.44% | -1.00K shares | -240K | $222.06 | 21.62K |
Q2 2021 | share | Increase | +6.95% | 1.47K shares | 668K | $222.12 | 22.63K |
Q1 2021 | share | Increase | +7.99% | 1.56K shares | 560K | $205.41 | 21.16K |
Q4 2020 | share | Increase | +15.75% | 2.66K shares | 931K | $192.8 | 19.59K |
Q3 2020 | share | Increase | +16.90% | 2.44K shares | 616K | $168.02 | 16.92K |
Q2 2020 | share | Decrease | -11.11% | -1.81K shares | 167K | $153.8 | 14.48K |
Q1 2020 | share | Increase | +44.98% | 5.05K shares | 261K | $126.1 | 16.29K |
Q4 2019 | share | Increase | +0.21% | 24 shares | 146K | $159.31 | 11.23K |
Q3 2019 | share | Decrease | -0.66% | -74 shares | -1K | $146.23 | 11.21K |
Q2 2019 | share | Increase | +3.33% | 364 shares | 113K | $144.68 | 11.28K |
Q1 2019 | share | Decrease | -1.28% | -142 shares | 169K | $138.98 | 10.92K |
Q4 2018 | share | Increase | +0.14% | 15 shares | -242K | $121.91 | 11.06K |
Q3 2018 | share | Decrease | -1.39% | -156 shares | 80K | $142.09 | 11.05K |
Q2 2018 | share | Decrease | -2.81% | -324 shares | 9K | $132.7 | 11.20K |
Q1 2018 | share | Decrease | -26.74% | -4.20K shares | -595K | $127.71 | 11.53K |
Q4 2017 | share | Decrease | -19.76% | -3.87K shares | -380K | $128.62 | 15.73K |
Q3 2017 | share | Decrease | -13.59% | -3.08K shares | -285K | $120.78 | 19.61K |
Q2 2017 | share | Decrease | -56.38% | -29.33K shares | -3.17M | $115.56 | 22.69K |
Q1 2017 | share | 0.00% | 0 shares | 0 | $112.13 | 52.03K | |
Q4 2016 | share | Decrease | -29.91% | -22.20K shares | -2.26M | $106.11 | 52.03K |
Q3 2016 | share | Decrease | -23.65% | -22.99K shares | -2.15M | $101.8 | 74.23K |
Q2 2016 | share | Decrease | -9.76% | -10.51K shares | -874K | $97.51 | 97.23K |
Q1 2016 | share | Decrease | -0.33% | -353 shares | 19K | $94.96 | 107.74K |