JFA
JNBA Financial Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
56,339
+702
| +1% | +$47.2K | 0.36% | 43 |
|
|
2025
Q1 | $3.37M | Sell |
55,637
-1,700
| -3% | -$103K | 0.35% | 43 |
|
|
2024
Q4 | $3.29M | Sell |
57,337
-334
| -0.6% | -$19.2K | 0.34% | 44 |
|
|
2024
Q3 | $3.63M | Sell |
57,671
-681
| -1% | -$42.9K | 0.37% | 43 |
|
|
2024
Q2 | $3.42M | Sell |
58,352
-737
| -1% | -$43.2K | 0.36% | 45 |
|
|
2024
Q1 | $3.47M | Sell |
59,089
-1,079
| -2% | -$63.3K | 0.36% | 47 |
|
|
2023
Q4 | $3.38M | Sell |
60,168
-2,231
| -4% | -$125K | 0.38% | 51 |
|
|
2023
Q3 | $3.24M | Sell |
62,399
-3,159
| -5% | -$164K | 0.4% | 48 |
|
|
2023
Q2 | $3.57M | Sell |
65,558
-527
| -0.8% | -$28.7K | 0.43% | 48 |
|
|
2023
Q1 | $3.53M | Sell |
66,085
-298
| -0.4% | -$15.9K | 0.46% | 50 |
|
|
2022
Q4 | $3.33M | Buy |
66,383
+560
| +0.9% | +$28.1K | 0.46% | 48 |
|
|
2022
Q3 | $2.92M | Sell |
65,823
-1,848
| -3% | -$82K | 0.45% | 48 |
|
|
2022
Q2 | $3.38M | Buy |
67,671
+2,289
| +4% | +$114K | 0.51% | 45 |
|
|
2022
Q1 | $3.77M | Sell |
65,382
-2,435
| -4% | -$140K | 0.5% | 45 |
|
|
2021
Q4 | $4.16M | Sell |
67,817
-718
| -1% | -$44K | 0.51% | 43 |
|
|
2021
Q3 | $4.18M | Buy |
68,535
+277
| +0.4% | +$16.9K | 0.56% | 43 |
|
|
2021
Q2 | $4.33M | Sell |
68,258
-633
| -0.9% | -$40.1K | 0.59% | 42 |
|
|
2021
Q1 | $4.18M | Buy |
68,891
+472
| +0.7% | +$28.6K | 0.61% | 42 |
|
|
2020
Q4 | $3.99M | Buy |
68,419
+1,086
| +2% | +$63.4K | 0.66% | 38 |
|
|
2020
Q3 | $3.4M | Sell |
67,333
-3,236
| -5% | -$163K | 0.68% | 35 |
|
|
2020
Q2 | $3.36M | Sell |
70,569
-11,938
| -14% | -$568K | 0.72% | 35 |
|
|
2020
Q1 | $3.38M | Sell |
82,507
-20,144
| -20% | -$826K | 0.81% | 33 |
|
|
2019
Q4 | $5.52M | Sell |
102,651
-932
| -0.9% | -$50.1K | 1.05% | 27 |
|
|
2019
Q3 | $5.17M | Sell |
103,583
-939
| -0.9% | -$46.9K | 1.05% | 23 |
|
|
2019
Q2 | $5.33M | Sell |
104,522
-841
| -0.8% | -$42.9K | 1.09% | 20 |
|
|
2019
Q1 | $5.28M | Sell |
105,363
-7,215
| -6% | -$362K | 1.14% | 21 |
|
|
2018
Q4 | $5.13M | Buy |
112,578
+101,235
| +892% | +$4.61M | 1.16% | 16 |
|
|
2018
Q3 | $590K | Sell |
11,343
-123,201
| -92% | -$6.41M | 0.26% | 71 |
|
|
2018
Q2 | $6.98M | Buy |
134,544
+26
| +0% | +$1.35K | 1.47% | 12 |
|
|
2018
Q1 | $7.31M | Sell |
134,518
-6,053
| -4% | -$329K | 1.57% | 12 |
|
|
2017
Q4 | $7.69M | Sell |
140,571
-3,882
| -3% | -$212K | 1.62% | 12 |
|
|
2017
Q3 | $7.61M | Sell |
144,453
-8,790
| -6% | -$463K | 1.7% | 12 |
|
|
2017
Q2 | $7.67M | Sell |
153,243
-6,986
| -4% | -$350K | 1.74% | 12 |
|
|
2017
Q1 | $7.66M | Sell |
160,229
-21,022
| -12% | -$1.01M | 1.81% | 12 |
|
|
2016
Q4 | $8.01M | Buy |
181,251
+169,842
| +1,489% | +$7.5M | 1.95% | 12 |
|
|
2016
Q3 | $518K | Sell |
11,409
-189,019
| -94% | -$8.58M | 0.08% | 91 |
|
|
2016
Q2 | $8.59M | Sell |
200,428
-1,501
| -0.7% | -$64.3K | 2.4% | 11 |
|
|
2016
Q1 | $8.71M | Sell |
201,929
-6,063
| -3% | -$262K | 3.13% | 8 |
|
|
2015
Q4 | $9.03M | Buy |
207,992
+53,036
| +34% | +$2.3M | 3.46% | 7 |
|
|
2015
Q3 | $6.61M | Buy |
154,956
+6,533
| +4% | +$279K | 2.81% | 8 |
|
|
2015
Q2 | $7.21M | Buy |
148,423
+2,873
| +2% | +$139K | 2.73% | 9 |
|
|
2015
Q1 | $7.09M | Buy |
145,550
+13,566
| +10% | +$661K | 2.73% | 8 |
|
|
2014
Q4 | $6.19M | Buy |
131,984
+20,071
| +18% | +$941K | 2.49% | 8 |
|
|
2014
Q3 | $5.51M | Sell |
111,913
-7,532
| -6% | -$371K | 2.5% | 8 |
|
|
2014
Q2 | $6.25M | Sell |
119,445
-8,571
| -7% | -$448K | 3.03% | 7 |
|
|
2014
Q1 | $6.44M | Sell |
128,016
-338
| -0.3% | -$17K | 3.39% | 6 |
|
|
2013
Q4 | $6.51M | Sell |
128,354
-1,217
| -0.9% | -$61.7K | 3.57% | 5 |
|
|
2013
Q3 | $6.3M | Sell |
129,571
-4,491
| -3% | -$218K | 3.93% | 6 |
|
|
2013
Q2 | $5.93M | Buy |
+134,062
| New | +$5.93M | 4.07% | 6 |
|