JFS WEALTH ADVISORS, LLC VTV Holdings History
JFS WEALTH ADVISORS, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 18,327.00 shares of Vanguard Value ETF(VTV), totaling $3.17 Mil. This investment constitutes 0.21% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2015Q3. And since then JFS WEALTH ADVISORS, LLC has made 7 purchases of VTV, at an average price of $149.62, for a total of 56,185.00 shares. In addition, there have been 8 sales at an average price of $165.04 for 37,858.00 shares. Based on historical transaction data and VTV's current price of $176.73, JFS WEALTH ADVISORS, LLC's estimated gain on his VTV holdings is $1.08 Mil, reflecting a 12.85% gain to date.
JFS WEALTH ADVISORS, LLC VTV ($176.73) Holding Chart
JFS WEALTH ADVISORS, LLC VTV ($176.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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