Jfs Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 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 7,285 shares of VO stock, worth $1.94 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,285
Previous 1,496 386.97%
Holding current value
$1.94 Million
Previous $362,000 430.94%
% of portfolio
0.13%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,034
Shares Held
171M
Call Options Held
58.4K
Put Options Held
110K
View Full List

About VANGUARD MID-CAP ETF

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