JFS Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

JFS Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.24M	Hold	9,617	–	–	0.08%	138
2025 Q1	$1.12M	Hold	9,617	–	–	0.08%	139
2024 Q4	$1.13M	Sell	9,617 -62	-0.6%	-$7.28K	0.08%	132
2024 Q3	$1.16M	Buy	+9,679	New	+$1.16M	0.08%	138
2023 Q4	–	Sell	-205	Closed	-$19.1K	–	2044
2023 Q3	$19.1K	Hold	205	–	–	﹤0.01%	560
2023 Q2	$19.9K	Hold	205	–	–	﹤0.01%	547
2023 Q1	$18.9K	Hold	205	–	–	﹤0.01%	553
2022 Q4	$17.7K	Hold	205	–	–	﹤0.01%	559
2022 Q3	$16K	Hold	205	–	–	﹤0.01%	624
2022 Q2	$17K	Hold	205	–	–	﹤0.01%	624
2022 Q1	$21K	Hold	205	–	–	﹤0.01%	601
2021 Q4	$22K	Hold	205	–	–	﹤0.01%	553
2021 Q3	$21K	Hold	205	–	–	﹤0.01%	538
2021 Q2	$21K	Hold	205	–	–	﹤0.01%	364
2021 Q1	$20K	Hold	205	–	–	﹤0.01%	339
2020 Q4	$19K	Hold	205	–	–	﹤0.01%	339
2020 Q3	$17K	Buy	205 +166	+426%	+$13.8K	﹤0.01%	335
2020 Q2	$3K	Hold	39	–	–	﹤0.01%	473
2020 Q1	$2K	Buy	+39	New	+$2K	﹤0.01%	454
2019 Q1	–	Sell	-57	Closed	-$4K	–	480
2018 Q4	$4K	Hold	57	–	–	﹤0.01%	401
2018 Q3	$4K	Hold	57	–	–	﹤0.01%	473
2018 Q2	$4K	Buy	57 +3	+6%	+$211	﹤0.01%	418
2018 Q1	$4K	Hold	54	–	–	﹤0.01%	440
2017 Q4	$4K	Buy	54 +3	+6%	+$222	﹤0.01%	450
2017 Q3	$4K	Hold	51	–	–	﹤0.01%	403
2017 Q2	$3K	Buy	51 +1	+2%	+$59	﹤0.01%	394
2017 Q1	$3K	Hold	50	–	–	﹤0.01%	413
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	413
2016 Q3	$3K	Buy	50 +1	+2%	+$60	﹤0.01%	450
2016 Q2	$3K	Buy	49 +3	+7%	+$184	﹤0.01%	463
2016 Q1	$3K	Buy	46 +2	+5%	+$130	﹤0.01%	503
2015 Q4	$3K	Buy	44 +1	+2%	+$68	﹤0.01%	499
2015 Q3	$2K	Hold	43	–	–	﹤0.01%	443
2015 Q2	$3K	Buy	43 +1	+2%	+$70	﹤0.01%	452
2015 Q1	$3K	Buy	42 +2	+5%	+$143	﹤0.01%	451
2014 Q4	$2K	Buy	40 +1	+3%	+$50	﹤0.01%	489
2014 Q3	$2K	Hold	39	–	–	﹤0.01%	444
2014 Q2	$2K	Buy	+39	New	+$2K	﹤0.01%	444