Vanguard Personalized Indexing Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $886K | Buy |
|
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $903K | Sell |
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|
2023
Q3 | $932K | Buy |
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|
2023
Q2 | $800K | Sell |
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|
2023
Q1 | $783K | Buy |
|
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|
2022
Q4 | $759K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $204K | Buy |
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