JFA
JNBA Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
31,217
+22,337
| +252% | +$5.29M | 0.71% | 29 |
|
|
2025
Q1 | $1.97M | Buy |
8,880
+1,025
| +13% | +$227K | 0.2% | 58 |
|
|
2024
Q4 | $1.89M | Sell |
7,855
-102
| -1% | -$24.5K | 0.19% | 63 |
|
|
2024
Q3 | $1.89M | Sell |
7,957
-743
| -9% | -$176K | 0.19% | 58 |
|
|
2024
Q2 | $1.9M | Sell |
8,700
-185
| -2% | -$40.3K | 0.2% | 66 |
|
|
2024
Q1 | $2.03M | Sell |
8,885
-585
| -6% | -$134K | 0.21% | 64 |
|
|
2023
Q4 | $2.02M | Sell |
9,470
-89
| -0.9% | -$19K | 0.23% | 67 |
|
|
2023
Q3 | $1.81M | Sell |
9,559
-112
| -1% | -$21.2K | 0.23% | 66 |
|
|
2023
Q2 | $1.92M | Sell |
9,671
-77
| -0.8% | -$15.3K | 0.23% | 66 |
|
|
2023
Q1 | $1.85M | Sell |
9,748
-112
| -1% | -$21.2K | 0.24% | 65 |
|
|
2022
Q4 | $1.81M | Sell |
9,860
-237
| -2% | -$43.5K | 0.25% | 65 |
|
|
2022
Q3 | $1.73M | Sell |
10,097
-31
| -0.3% | -$5.3K | 0.27% | 62 |
|
|
2022
Q2 | $1.78M | Sell |
10,128
-110
| -1% | -$19.4K | 0.27% | 58 |
|
|
2022
Q1 | $2.18M | Sell |
10,238
-2,840
| -22% | -$604K | 0.29% | 58 |
|
|
2021
Q4 | $2.96M | Sell |
13,078
-270
| -2% | -$61K | 0.36% | 52 |
|
|
2021
Q3 | $2.92M | Sell |
13,348
-1,043
| -7% | -$228K | 0.39% | 50 |
|
|
2021
Q2 | $3.24M | Sell |
14,391
-87
| -0.6% | -$19.6K | 0.44% | 48 |
|
|
2021
Q1 | $3.1M | Sell |
14,478
-333
| -2% | -$71.3K | 0.45% | 47 |
|
|
2020
Q4 | $2.88M | Sell |
14,811
-797
| -5% | -$155K | 0.47% | 47 |
|
|
2020
Q3 | $2.4M | Sell |
15,608
-384
| -2% | -$59K | 0.48% | 47 |
|
|
2020
Q2 | $2.33M | Sell |
15,992
-755
| -5% | -$110K | 0.5% | 45 |
|
|
2020
Q1 | $1.93M | Sell |
16,747
-1,763
| -10% | -$203K | 0.46% | 43 |
|
|
2019
Q4 | $3.07M | Sell |
18,510
-1,340
| -7% | -$222K | 0.58% | 39 |
|
|
2019
Q3 | $3.06M | Sell |
19,850
-844
| -4% | -$130K | 0.62% | 36 |
|
|
2019
Q2 | $3.24M | Sell |
20,694
-924
| -4% | -$145K | 0.66% | 32 |
|
|
2019
Q1 | $3.3M | Sell |
21,618
-5,601
| -21% | -$856K | 0.71% | 30 |
|
|
2018
Q4 | $3.59M | Buy |
27,219
+26,559
| +4,024% | +$3.51M | 0.81% | 24 |
|
|
2018
Q3 | $107K | Sell |
660
-29,677
| -98% | -$4.81M | 0.05% | 176 |
|
|
2018
Q2 | $4.72M | Sell |
30,337
-1,190
| -4% | -$185K | 1% | 20 |
|
|
2018
Q1 | $4.63M | Sell |
31,527
-4,904
| -13% | -$721K | 0.99% | 18 |
|
|
2017
Q4 | $5.38M | Sell |
36,431
-4,720
| -11% | -$698K | 1.13% | 17 |
|
|
2017
Q3 | $5.82M | Sell |
41,151
-25,071
| -38% | -$3.54M | 1.3% | 17 |
|
|
2017
Q2 | $8.98M | Buy |
66,222
+1,708
| +3% | +$232K | 2.04% | 11 |
|
|
2017
Q1 | $8.6M | Sell |
64,514
-5,236
| -8% | -$698K | 2.03% | 11 |
|
|
2016
Q4 | $9M | Buy |
69,750
+68,511
| +5,530% | +$8.84M | 2.19% | 11 |
|
|
2016
Q3 | $151K | Sell |
1,239
-45,767
| -97% | -$5.58M | 0.02% | 279 |
|
|
2016
Q2 | $5.44M | Buy |
47,006
+36,611
| +352% | +$4.24M | 1.52% | 17 |
|
|
2016
Q1 | $1.16M | Buy |
10,395
+2,056
| +25% | +$229K | 0.42% | 32 |
|
|
2015
Q4 | $923K | Buy |
8,339
+7,801
| +1,450% | +$863K | 0.35% | 34 |
|
|
2015
Q3 | $58K | Buy |
538
+4
| +0.7% | +$431 | 0.02% | 170 |
|
|
2015
Q2 | $65K | Hold |
534
| – | – | 0.02% | 159 |
|
|
2015
Q1 | $66K | Hold |
534
| – | – | 0.03% | 160 |
|
|
2014
Q4 | $62K | Sell |
534
-36
| -6% | -$4.18K | 0.03% | 169 |
|
|
2014
Q3 | $63K | Hold |
570
| – | – | 0.03% | 172 |
|
|
2014
Q2 | $67K | Hold |
570
| – | – | 0.03% | 161 |
|
|
2014
Q1 | $64K | Sell |
570
-317
| -36% | -$35.6K | 0.03% | 154 |
|
|
2013
Q4 | $98K | Sell |
887
-158
| -15% | -$17.5K | 0.05% | 119 |
|
|
2013
Q3 | $107K | Hold |
1,045
| – | – | 0.07% | 110 |
|
|
2013
Q2 | $98K | Buy |
+1,045
| New | +$98K | 0.07% | 110 |
|