Jfs Wealth Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 287 shares of VIOO stock, worth $26,498. This represents 0.0% of its overall portfolio holdings.
Number of Shares
287
Previous 237
21.1%
Holding current value
$26,498
Previous $25,000
8.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VIOO
# of Institutions
363Shares Held
13.8MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$66.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$55.3 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$43.3 Million0.02% of portfolio