Vanguard Personalized Indexing Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
24,274
+2,686
| +12% | +$147K | 0.02% | 735 |
|
|
2025
Q1 | $1.16M | Buy |
21,588
+2,057
| +11% | +$110K | 0.02% | 712 |
|
|
2024
Q4 | $1.53M | Buy |
19,531
+733
| +4% | +$57.5K | 0.02% | 570 |
|
|
2024
Q3 | $1.16M | Buy |
18,798
+999
| +6% | +$61.5K | 0.02% | 700 |
|
|
2024
Q2 | $886K | Buy |
17,799
+1,557
| +10% | +$77.5K | 0.02% | 732 |
|
|
2024
Q1 | $716K | Sell |
16,242
-6,103
| -27% | -$269K | 0.02% | 829 |
|
|
2023
Q4 | $903K | Sell |
22,345
-3,101
| -12% | -$125K | 0.02% | 710 |
|
|
2023
Q3 | $932K | Buy |
25,446
+1,322
| +5% | +$48.4K | 0.03% | 594 |
|
|
2023
Q2 | $800K | Sell |
24,124
-547
| -2% | -$18.1K | 0.02% | 672 |
|
|
2023
Q1 | $783K | Buy |
24,671
+1,513
| +7% | +$48K | 0.03% | 656 |
|
|
2022
Q4 | $759K | Buy |
23,158
+12,519
| +118% | +$410K | 0.03% | 626 |
|
|
2022
Q3 | $300K | Buy |
10,639
+143
| +1% | +$4.03K | 0.01% | 970 |
|
|
2022
Q2 | $277K | Sell |
10,496
-137
| -1% | -$3.62K | 0.01% | 1012 |
|
|
2022
Q1 | $334K | Sell |
10,633
-22
| -0.2% | -$691 | 0.02% | 966 |
|
|
2021
Q4 | $395K | Buy |
10,655
+3,775
| +55% | +$140K | 0.02% | 780 |
|
|
2021
Q3 | $244K | Buy |
6,880
+651
| +10% | +$23.1K | 0.02% | 858 |
|
|
2021
Q2 | $204K | Buy |
+6,229
| New | +$204K | 0.02% | 893 |
|