Jfs Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 7,267 shares of VO stock, worth $1.97 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,267

Previous 7,285 0.25%

Holding current value

$1.97 Million

Previous $1.92 Million 0.16%

% of portfolio

0.13%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$261.5 - $284.63 $4,707 - $5,123	-18 Reduced 0.25%	7,267 $1.92 Million
Q3 2024 Oct 25, 2024	BUY	$237.84 - $263.83 $1.38 Million - $1.53 Million	5,789 Added 386.97%	7,285 $1.92 Million
Q2 2024 Jul 15, 2024	SELL	$234.99 - $248.98 $150,863 - $159,845	-642 Reduced 30.03%	1,496 $362,000
Q1 2024 Apr 30, 2024	BUY	$225.86 - $249.86 $151,777 - $167,905	672 Added 45.84%	2,138 $534,000
Q4 2023 Feb 07, 2024	BUY	$195.66 - $233.95 $91,960 - $109,956	470 Added 47.19%	1,466 $341,000
Q3 2023 Nov 02, 2023	BUY	$206.6 - $228.23 $89,251 - $98,595	432 Added 76.6%	996 $207,000
Q2 2023 Aug 07, 2023	BUY	$203.43 - $220.16 $62,453 - $67,589	307 Added 119.46%	564 $124,000
Q4 2022 Feb 13, 2023	SELL	$186.57 - $217.26 $559 - $651	-3 Reduced 1.15%	257 $52,000
Q3 2022 Oct 21, 2022	BUY	$187.98 - $227.42 $11,466 - $13,872	61 Added 30.65%	260 $49,000
Q2 2022 Aug 02, 2022	SELL	$190.36 - $240.41 $1,522 - $1,923	-8 Reduced 3.86%	199 $39,000
Q1 2022 May 02, 2022	BUY	$219.86 - $253.39 $32,979 - $38,008	150 Added 263.16%	207 $49,000
Q4 2021 Feb 03, 2022	SELL	$236.98 - $261.2 $9,479 - $10,448	-40 Reduced 41.24%	57 $15,000
Q3 2021 Nov 09, 2021	BUY	$229.88 - $249.8 $22,298 - $24,230	97 New	97 $23,000
Q4 2018 Jan 28, 2019	SELL	N/A	-165 Closed	0 $0
Q3 2017 Oct 20, 2017	BUY	N/A	165	165 $24,000

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Jfs Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History