VWA
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VSM Wealth Advisory’s Jefferies Financial Group JEF Stock Holding History

VSM Wealth Advisory’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$187K Hold
3,420
– – 0.06% 98
2025
Q1 		$183K Hold
3,420
– – 0.07% 93
2024
Q4 		$268K Buy
+3,420
New +$268K 0.1% 76