Jfs Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,393 shares of VOT stock, worth $411,199. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,393
Previous 1,209 15.22%
Holding current value
$411,199
Previous $295,000 34.24%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$216.28 - $284.39 $39,795 - $52,327
184 Added 15.22%
1,393 $396,000
Q1 2025

Apr 22, 2025
BUY
$237.72 - $276.98 $53,249 - $62,043
224 Added 22.74%
1,209 $295,000
Q3 2024

Oct 25, 2024
SELL
$218.05 - $243.47 $1,962 - $2,191
-9 Reduced 0.91%
985 $239,000
Q3 2021

Nov 09, 2021
BUY
$230.42 - $251.05 $225,811 - $246,029
980 Added 7000.0%
994 $235,000
Q3 2020

Oct 28, 2020
BUY
$166.29 - $188.98 $2,328 - $2,645
14 New
14 $3,000
Q4 2018

Jan 28, 2019
SELL
N/A
-72 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
72 New
72 $10,000

Others Institutions Holding VOT

# of Institutions
1,120
Shares Held
40.1M
Call Options Held
18K
Put Options Held
7.8K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email