Jfs Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,011 shares of VOE stock, worth $833,178. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,011
Previous 5,028 0.34%
Holding current value
$833,178
Previous $756,000 11.11%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$149.02 - $167.67 $2,533 - $2,850
-17 Reduced 0.34%
5,011 $840,000
Q4 2023

Feb 07, 2024
SELL
$124.27 - $145.8 $8,077 - $9,477
-65 Reduced 1.28%
5,028 $729,000
Q3 2023

Nov 02, 2023
BUY
$130.77 - $144.24 $11,507 - $12,693
88 Added 1.76%
5,093 $666,000
Q2 2023

Aug 07, 2023
BUY
$127.92 - $138.38 $177,169 - $191,656
1,385 Added 38.26%
5,005 $692,000
Q1 2023

Apr 19, 2023
SELL
$126.74 - $147.12 $20,912 - $24,274
-165 Reduced 4.36%
3,620 $485,000
Q4 2022

Feb 13, 2023
BUY
$122.51 - $142.75 $153,750 - $179,151
1,255 Added 49.6%
3,785 $511,000
Q4 2021

Feb 03, 2022
SELL
$140.47 - $150.69 $49,164 - $52,741
-350 Reduced 12.15%
2,530 $380,000
Q3 2021

Nov 09, 2021
BUY
$135.17 - $146.62 $385,910 - $418,600
2,855 Added 11420.0%
2,880 $402,000
Q3 2020

Oct 28, 2020
BUY
$93.59 - $106.12 $2,339 - $2,653
25 New
25 $3,000
Q4 2018

Jan 28, 2019
SELL
N/A
-85 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
85 New
85 $10,000

Others Institutions Holding VOE

# of Institutions
1,114
Shares Held
68.4M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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