Jfs Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,188 shares of IVOG stock, worth $261,094. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,188
Previous 1,947 12.38%
Holding current value
$261,094
Previous $200,000 23.5%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$91.51 - $113.03 $22,053 - $27,240
241 Added 12.38%
2,188 $247,000
Q1 2025

Apr 22, 2025
BUY
$101.13 - $119.79 $196,900 - $233,231
1,947 New
1,947 $200,000

Others Institutions Holding IVOG

# of Institutions
161
Shares Held
3.55M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

IVOG Quotes by TradingView
  • Ticker IVOG
  • Sector ETFs
  • Industry ETFs
More about IVOG
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