JFA
JNBA Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Buy |
6,605
+332
| +5% | +$36.4K | 0.07% | 109 |
|
|
2025
Q1 | $614K | Sell |
6,273
-584
| -9% | -$57.2K | 0.06% | 120 |
|
|
2024
Q4 | $719K | Buy |
6,857
+424
| +7% | +$44.5K | 0.07% | 108 |
|
|
2024
Q3 | $654K | Sell |
6,433
-3,149
| -33% | -$320K | 0.07% | 117 |
|
|
2024
Q2 | $926K | Sell |
9,582
-2,172
| -18% | -$210K | 0.1% | 93 |
|
|
2024
Q1 | $1.1M | Sell |
11,754
-1,943
| -14% | -$181K | 0.12% | 88 |
|
|
2023
Q4 | $1.17M | Sell |
13,697
-242
| -2% | -$20.6K | 0.13% | 89 |
|
|
2023
Q3 | $1.05M | Sell |
13,939
-288
| -2% | -$21.7K | 0.13% | 93 |
|
|
2023
Q2 | $1.11M | Buy |
14,227
+1,305
| +10% | +$102K | 0.13% | 92 |
|
|
2023
Q1 | $927K | Buy |
12,922
+956
| +8% | +$68.6K | 0.12% | 99 |
|
|
2022
Q4 | $788K | Buy |
11,966
+526
| +5% | +$34.6K | 0.11% | 107 |
|
|
2022
Q3 | $720K | Sell |
11,440
-55
| -0.5% | -$3.46K | 0.11% | 106 |
|
|
2022
Q2 | $763K | Buy |
11,495
+1,129
| +11% | +$74.9K | 0.12% | 102 |
|
|
2022
Q1 | $840K | Sell |
10,366
-544
| -5% | -$44.1K | 0.11% | 99 |
|
|
2021
Q4 | $959K | Buy |
10,910
+1,419
| +15% | +$125K | 0.12% | 96 |
|
|
2021
Q3 | $760K | Buy |
9,491
+882
| +10% | +$70.6K | 0.1% | 104 |
|
|
2021
Q2 | $689K | Buy |
8,609
+853
| +11% | +$68.3K | 0.09% | 104 |
|
|
2021
Q1 | $572K | Buy |
7,756
+1,814
| +31% | +$134K | 0.08% | 107 |
|
|
2020
Q4 | $417K | Buy |
5,942
+3,609
| +155% | +$253K | 0.07% | 120 |
|
|
2020
Q3 | $144K | Buy |
2,333
+30
| +1% | +$1.85K | 0.03% | 174 |
|
|
2020
Q2 | $130K | Sell |
2,303
-195
| -8% | -$11K | 0.03% | 174 |
|
|
2020
Q1 | $114K | Buy |
2,498
+1,728
| +224% | +$78.9K | 0.03% | 169 |
|
|
2019
Q4 | $44K | Buy |
+770
| New | +$44K | 0.01% | 261 |
|