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

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 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 5,028 shares of VOE stock, worth $756,362. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,028

Previous 5,028 -0.0%

Holding current value

$756,362

Previous $729,000 7.41%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$132.21 - $142.75 $165,923 - $179,151	1,255 Added 49.6%	3,785 $511,000

Q4 2021 Feb 03, 2022	SELL	N/A	-350 Reduced 12.15%	2,530 $380,000
Q3 2021 Nov 09, 2021	BUY	N/A	2,855 Added 11420.0%	2,880 $402,000
Q3 2020 Oct 28, 2020	BUY	N/A	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

1,026

Shares Held

65.7M

Call Options Held

40.7K

Put Options Held

1.3K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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