JFA
JNBA Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
55,445
+1,035
| +2% | +$82.3K | 0.42% | 40 |
|
|
2025
Q1 | $4.3M | Sell |
54,410
-221
| -0.4% | -$17.4K | 0.45% | 38 |
|
|
2024
Q4 | $4.26M | Buy |
54,631
+1,403
| +3% | +$109K | 0.44% | 39 |
|
|
2024
Q3 | $4.23M | Sell |
53,228
-2,024
| -4% | -$161K | 0.43% | 40 |
|
|
2024
Q2 | $4.27M | Buy |
55,252
+3,364
| +6% | +$260K | 0.45% | 39 |
|
|
2024
Q1 | $4.01M | Sell |
51,888
-1,012
| -2% | -$78.2K | 0.42% | 45 |
|
|
2023
Q4 | $4.09M | Buy |
52,900
+7,412
| +16% | +$573K | 0.47% | 46 |
|
|
2023
Q3 | $3.42M | Sell |
45,488
-5,572
| -11% | -$419K | 0.43% | 47 |
|
|
2023
Q2 | $3.86M | Sell |
51,060
-6,776
| -12% | -$513K | 0.46% | 46 |
|
|
2023
Q1 | $4.41M | Buy |
57,836
+23,097
| +66% | +$1.76M | 0.57% | 41 |
|
|
2022
Q4 | $2.61M | Buy |
34,739
+25,806
| +289% | +$1.94M | 0.36% | 53 |
|
|
2022
Q3 | $664K | Buy |
8,933
+7,792
| +683% | +$579K | 0.1% | 112 |
|
|
2022
Q2 | $87K | Buy |
1,141
+83
| +8% | +$6.33K | 0.01% | 234 |
|
|
2022
Q1 | $83K | Sell |
1,058
-893
| -46% | -$70.1K | 0.01% | 246 |
|
|
2021
Q4 | $159K | Buy |
1,951
+893
| +84% | +$72.8K | 0.02% | 206 |
|
|
2021
Q3 | $87K | Hold |
1,058
| – | – | 0.01% | 237 |
|
|
2021
Q2 | $88K | Hold |
1,058
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $87K | Hold |
1,058
| – | – | 0.01% | 234 |
|
|
2020
Q4 | $88K | Hold |
1,058
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $88K | Hold |
1,058
| – | – | 0.02% | 200 |
|
|
2020
Q2 | $87K | Hold |
1,058
| – | – | 0.02% | 196 |
|
|
2020
Q1 | $84K | Sell |
1,058
-247
| -19% | -$19.6K | 0.02% | 185 |
|
|
2019
Q4 | $106K | Sell |
1,305
-741
| -36% | -$60.2K | 0.02% | 180 |
|
|
2019
Q3 | $166K | Hold |
2,046
| – | – | 0.03% | 152 |
|
|
2019
Q2 | $165K | Hold |
2,046
| – | – | 0.03% | 155 |
|
|
2019
Q1 | $163K | Buy |
2,046
+55
| +3% | +$4.38K | 0.04% | 152 |
|
|
2018
Q4 | $155K | Buy |
1,991
+1,826
| +1,107% | +$142K | 0.04% | 141 |
|
|
2018
Q3 | $13K | Sell |
165
-1,789
| -92% | -$141K | 0.01% | 356 |
|
|
2018
Q2 | $153K | Hold |
1,954
| – | – | 0.03% | 144 |
|
|
2018
Q1 | $153K | Hold |
1,954
| – | – | 0.03% | 141 |
|
|
2017
Q4 | $155K | Hold |
1,954
| – | – | 0.03% | 139 |
|
|
2017
Q3 | $157K | Hold |
1,954
| – | – | 0.04% | 136 |
|
|
2017
Q2 | $156K | Hold |
1,954
| – | – | 0.04% | 134 |
|
|
2017
Q1 | $156K | Hold |
1,954
| – | – | 0.04% | 136 |
|
|
2016
Q4 | $155K | Buy |
+1,954
| New | +$155K | 0.04% | 134 |
|
|
2016
Q3 | – | Sell |
-1,954
| Closed | -$158K | – | 1668 |
|
|
2016
Q2 | $158K | Hold |
1,954
| – | – | 0.04% | 135 |
|
|
2016
Q1 | $156K | Hold |
1,954
| – | – | 0.06% | 120 |
|
|
2015
Q4 | $154K | Hold |
1,954
| – | – | 0.06% | 121 |
|
|
2015
Q3 | $156K | Buy |
+1,954
| New | +$156K | 0.07% | 106 |
|