JFS Wealth Advisors’s Vicor VICR Stock Holding History

JFS Wealth Advisors’s Portfolio VICR Stock Details VICR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.32K	Hold	14	–	–	﹤0.01%	1251
2026 Q1	$2.25K	Buy	14 +4	+40%	+$661	﹤0.01%	1469
2025 Q4	$1.1K	Buy	10 +2	+25%	+$170	﹤0.01%	1687
2025 Q3	$398	Buy	+8	New	+$390	﹤0.01%	1792
2024 Q1	–	Sell	-4	Closed	-$180	–	2038
2023 Q4	$180	Sell	4 -2	-33%	-$88	﹤0.01%	1912
2023 Q3	$354	Buy	+6	New	+$398	﹤0.01%	1793
2022 Q1	–	Sell	-1	Closed	–	–	1979
2021 Q4	$0	Buy	+1	New	+$142	﹤0.01%	1892

Other funds holding VICR

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return