Vanguard Mid-Cap Value ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $784k | 5.0k | 155.91 |
| 2023-12-31 | $729k | 5.0k | 145.01 |
| 2023-09-30 | $667k | 5.1k | 130.96 |
| 2023-06-30 | $693k | 5.0k | 138.38 |
| 2023-03-31 | $485k | 3.6k | 134.07 |
| 2022-12-31 | $512k | 3.8k | 135.24 |
| 2022-09-30 | $308k | 2.5k | 121.74 |
| 2022-06-30 | $328k | 2.5k | 129.64 |
| 2022-03-31 | $379k | 2.5k | 149.80 |
| 2021-12-31 | $380k | 2.5k | 150.20 |
| 2021-09-30 | $402k | 2.9k | 139.58 |
| 2021-06-30 | $4.0k | 25 | 160.00 |
| 2021-03-31 | $3.0k | 25 | 120.00 |
| 2020-12-31 | $3.0k | 25 | 120.00 |
| 2020-09-30 | $3.0k | 25 | 120.00 |
| 2018-09-30 | $10k | 85 | 117.65 |