Jfs Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Jfs Wealth Advisors, LLC

  • $1.69 Billion
  • Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,245 shares of IVOG stock, worth $263,854. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,245
Previous 2,188 2.61%
Holding current value
$263,854
Previous $247,000 8.5%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$113.73 - $121.28 $6,482 - $6,912
57 Added 2.61%
2,245 $268,000
Q2 2025

Jul 24, 2025
BUY
$91.51 - $113.03 $22,053 - $27,240
241 Added 12.38%
2,188 $247,000
Q1 2025

Apr 22, 2025
BUY
$101.13 - $119.79 $196,900 - $233,231
1,947 New
1,947 $200,000

Others Institutions Holding IVOG

# of Institutions
174
Shares Held
5.16M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

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