JWA
JFS Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
485,960
+20,301
| +4% | +$1.16M | 1.76% | 14 |
|
|
2025
Q1 | $23.7M | Buy |
465,659
+18,663
| +4% | +$949K | 1.6% | 17 |
|
|
2024
Q4 | $21.4M | Sell |
446,996
-6,583
| -1% | -$315K | 1.46% | 17 |
|
|
2024
Q3 | $24M | Buy |
453,579
+98,034
| +28% | +$5.18M | 1.6% | 16 |
|
|
2024
Q2 | $17.6M | Sell |
355,545
-55,342
| -13% | -$2.74M | 1.39% | 17 |
|
|
2024
Q1 | $20.6M | Buy |
410,887
+2,870
| +0.7% | +$144K | 1.64% | 17 |
|
|
2023
Q4 | $19.5M | Buy |
408,017
+94,251
| +30% | +$4.51M | 1.66% | 16 |
|
|
2023
Q3 | $13.7M | Buy |
313,766
+9,039
| +3% | +$395K | 1.29% | 20 |
|
|
2023
Q2 | $14.1M | Sell |
304,727
-3,667
| -1% | -$169K | 1.27% | 20 |
|
|
2023
Q1 | $13.9M | Sell |
308,394
-5,133
| -2% | -$232K | 1.31% | 20 |
|
|
2022
Q4 | $13.2M | Buy |
313,527
+18,468
| +6% | +$775K | 1.29% | 18 |
|
|
2022
Q3 | $10.7M | Sell |
295,059
-6,727
| -2% | -$245K | 1.18% | 17 |
|
|
2022
Q2 | $12.3M | Buy |
301,786
+21,380
| +8% | +$872K | 1.3% | 16 |
|
|
2022
Q1 | $13.5M | Buy |
280,406
+5,117
| +2% | +$246K | 1.27% | 15 |
|
|
2021
Q4 | $14.1M | Buy |
275,289
+70,779
| +35% | +$3.61M | 1.33% | 14 |
|
|
2021
Q3 | $10.3M | Buy |
204,510
+49,607
| +32% | +$2.5M | 1.06% | 19 |
|
|
2021
Q2 | $7.98M | Buy |
154,903
+50,744
| +49% | +$2.61M | 1.19% | 19 |
|
|
2021
Q1 | $5.12M | Sell |
104,159
-20,214
| -16% | -$993K | 1.04% | 23 |
|
|
2020
Q4 | $5.87M | Sell |
124,373
-3,607
| -3% | -$170K | 1.23% | 22 |
|
|
2020
Q3 | $5.23M | Sell |
127,980
-4,939
| -4% | -$202K | 1.24% | 21 |
|
|
2020
Q2 | $5.16M | Sell |
132,919
-11,463
| -8% | -$445K | 1.34% | 19 |
|
|
2020
Q1 | $4.81M | Sell |
144,382
-1,277
| -0.9% | -$42.6K | 1.44% | 16 |
|
|
2019
Q4 | $6.42M | Sell |
145,659
-8,445
| -5% | -$372K | 1.58% | 14 |
|
|
2019
Q3 | $6.33M | Buy |
154,104
+270
| +0.2% | +$11.1K | 1.61% | 15 |
|
|
2019
Q2 | $6.42M | Buy |
153,834
+2,139
| +1% | +$89.2K | 1.62% | 15 |
|
|
2019
Q1 | $6.2M | Buy |
151,695
+3,217
| +2% | +$131K | 1.62% | 15 |
|
|
2018
Q4 | $5.51M | Sell |
148,478
-19,243
| -11% | -$714K | 1.48% | 19 |
|
|
2018
Q3 | $7.26M | Sell |
167,721
-1,784
| -1% | -$77.2K | 1.87% | 12 |
|
|
2018
Q2 | $7.27M | Sell |
169,505
-1,275
| -0.7% | -$54.7K | 1.91% | 13 |
|
|
2018
Q1 | $7.56M | Sell |
170,780
-3,993
| -2% | -$177K | 1.99% | 14 |
|
|
2017
Q4 | $7.84M | Sell |
174,773
-5,411
| -3% | -$243K | 1.92% | 12 |
|
|
2017
Q3 | $7.82M | Buy |
180,184
+2,637
| +1% | +$114K | 2.02% | 12 |
|
|
2017
Q2 | $7.34M | Sell |
177,547
-26,311
| -13% | -$1.09M | 2.01% | 12 |
|
|
2017
Q1 | $7.45M | Hold |
203,858
| – | – | 2.02% | 9 |
|
|
2016
Q4 | $7.45M | Buy |
203,858
+38,170
| +23% | +$1.39M | 2.02% | 9 |
|
|
2016
Q3 | $6.2M | Buy |
165,688
+10,493
| +7% | +$393K | 1.77% | 11 |
|
|
2016
Q2 | $5.49M | Buy |
155,195
+21,473
| +16% | +$759K | 1.52% | 14 |
|
|
2016
Q1 | $4.8M | Buy |
133,722
+4,676
| +4% | +$168K | 1.41% | 15 |
|
|
2015
Q4 | $4.74M | Buy |
129,046
+8,227
| +7% | +$302K | 1.36% | 17 |
|
|
2015
Q3 | $4.31M | Buy |
120,819
+5,664
| +5% | +$202K | 1.9% | 11 |
|
|
2015
Q2 | $4.57M | Sell |
115,155
-2,559
| -2% | -$101K | 2.34% | 11 |
|
|
2015
Q1 | $4.69M | Sell |
117,714
-590
| -0.5% | -$23.5K | 2.2% | 11 |
|
|
2014
Q4 | $4.48M | Buy |
118,304
+1,956
| +2% | +$74.1K | 0.71% | 11 |
|
|
2014
Q3 | $4.63M | Sell |
116,348
-9,655
| -8% | -$384K | 0.81% | 10 |
|
|
2014
Q2 | $5.37M | Sell |
126,003
-50,642
| -29% | -$2.16M | 0.98% | 10 |
|
|
2014
Q1 | $7.29M | Sell |
176,645
-71,988
| -29% | -$2.97M | 4.04% | 7 |
|
|
2013
Q4 | $10.4M | Buy |
248,633
+4,806
| +2% | +$200K | 4.51% | 5 |
|
|
2013
Q3 | $9.65M | Buy |
243,827
+11,574
| +5% | +$458K | 4.51% | 6 |
|
|
2013
Q2 | $8.27M | Buy |
+232,253
| New | +$8.27M | 4.15% | 5 |
|