JFS WEALTH ADVISORS, LLC
Position in VTEI — VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
CIK 1568068
HERMITAGE, PA
All Filings in VTEI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VTEI | $1,070,857 | 10,715 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 VTEI | $882,766 | 8,755 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 VTEI | $559,339 | 5,575 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 VTEI | $414,549 | 4,195 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 VTEI | $317,551 | 3,195 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 VTEI | $126,487 | 1,250 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||