Vanguard S&p 500 Etf idx shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 11k | 527.68 |
| 2024-06-30 | $1.4M | 2.8k | 500.05 |
| 2024-03-31 | $1.2M | 2.4k | 480.61 |
| 2023-12-31 | $1.0M | 2.4k | 436.80 |
| 2023-09-30 | $955k | 2.4k | 392.74 |
| 2023-06-30 | $872k | 2.1k | 407.28 |
| 2023-03-31 | $599k | 1.6k | 376.07 |
| 2022-12-31 | $371k | 1.1k | 351.34 |
| 2022-09-30 | $388k | 1.2k | 328.54 |
| 2022-06-30 | $402k | 1.2k | 347.15 |
| 2022-03-31 | $485k | 1.2k | 415.24 |
| 2021-12-31 | $548k | 1.3k | 436.31 |
| 2021-09-30 | $327k | 830 | 393.98 |
| 2021-06-30 | $380k | 965 | 393.78 |
| 2021-03-31 | $411k | 1.1k | 364.69 |
| 2020-12-31 | $387k | 1.1k | 343.39 |
| 2020-09-30 | $347k | 1.1k | 307.90 |
| 2020-06-30 | $319k | 1.1k | 283.05 |
| 2020-03-31 | $267k | 1.1k | 236.91 |
| 2019-12-31 | $378k | 1.3k | 295.77 |
| 2019-09-30 | $376k | 1.4k | 272.86 |
| 2019-06-30 | $419k | 1.6k | 269.28 |
| 2019-03-31 | $404k | 1.6k | 259.64 |
| 2018-12-31 | $358k | 1.6k | 230.08 |
| 2018-09-30 | $416k | 1.6k | 267.35 |
| 2018-03-31 | $24k | 100 | 240.00 |
| 2017-12-31 | $25k | 100 | 250.00 |
| 2017-09-30 | $23k | 100 | 230.00 |
| 2017-06-30 | $22k | 100 | 220.00 |
| 2017-03-31 | $21k | 100 | 210.00 |
| 2016-12-31 | $21k | 100 | 210.00 |
| 2016-09-30 | $20k | 100 | 200.00 |
| 2016-06-30 | $19k | 100 | 190.00 |
| 2016-03-31 | $19k | 100 | 190.00 |
| 2015-12-31 | $19k | 100 | 190.00 |
| 2015-09-30 | $18k | 100 | 180.00 |
| 2015-06-30 | $19k | 100 | 190.00 |
| 2015-03-31 | $19k | 100 | 190.00 |
| 2014-12-31 | $19k | 100 | 190.00 |
| 2014-09-30 | $18k | 100 | 180.00 |
| 2014-06-30 | $18k | 100 | 180.00 |