JFS WEALTH ADVISORS, LLC VIG Holdings History
JFS WEALTH ADVISORS, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 65,020.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $12.61 Mil. This investment constitutes 0.85% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2014Q2. And since then JFS WEALTH ADVISORS, LLC has made 14 purchases of VIG, at an average price of $187.03, for a total of 68,818.00 shares. In addition, there have been 7 sales at an average price of $173.94 for 3,798.00 shares. Based on historical transaction data and VIG's current price of $203.36, JFS WEALTH ADVISORS, LLC's estimated gain on his VIG holdings is $1.01 Mil, reflecting a 7.86% gain to date.
JFS WEALTH ADVISORS, LLC VIG ($203.36) Holding Chart
JFS WEALTH ADVISORS, LLC VIG ($203.36) 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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