Vanguard Mid-Cap ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $534k | 2.1k | 249.86 |
| 2023-12-31 | $341k | 1.5k | 232.70 |
| 2023-09-30 | $208k | 996 | 208.32 |
| 2023-06-30 | $124k | 564 | 220.24 |
| 2023-03-31 | $54k | 257 | 211.32 |
| 2022-12-31 | $52k | 257 | 203.75 |
| 2022-09-30 | $49k | 260 | 188.46 |
| 2022-06-30 | $39k | 199 | 195.98 |
| 2022-03-31 | $49k | 207 | 236.72 |
| 2021-12-31 | $15k | 57 | 263.16 |
| 2021-09-30 | $23k | 97 | 237.11 |
| 2018-09-30 | $27k | 165 | 163.64 |
| 2018-06-30 | $26k | 165 | 157.58 |
| 2018-03-31 | $25k | 165 | 151.52 |
| 2017-12-31 | $26k | 165 | 157.58 |
| 2017-09-30 | $24k | 165 | 145.45 |
| 2017-06-30 | $24k | 165 | 145.45 |