Jfs Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF 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 ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 269 shares of IVOO stock, worth $29,934. This represents 0.0% of its overall portfolio holdings.

Number of Shares
269
Previous 268 0.37%
Holding current value
$29,934
Previous $26,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2025
BUY
$86.58 - $104.98 $86 - $104
1 Added 0.37%
269 $28,000
Q4 2024

Jan 30, 2025
BUY
$104.52 - $115.08 $209 - $230
2 Added 0.75%
268 $28,000
Q3 2024

Oct 25, 2024
BUY
$97.05 - $106.1 $97 - $106
1 Added 0.38%
266 $28,000
Q1 2024

Apr 30, 2024
BUY
$90.9 - $103.01 $90 - $103
1 Added 0.38%
265 $27,000
Q1 2023

Apr 19, 2023
BUY
$80.26 - $183.76 $21,188 - $48,512
264 New
264 $22,000

Others Institutions Holding IVOO

# of Institutions
305
Shares Held
13.6M
Call Options Held
3K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

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