JNBA Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11K | Buy |
+32
| New | +$4.11K | ﹤0.01% | 553 |
|
|
2022
Q4 | – | Sell |
-91
| Closed | -$7K | – | 702 |
|
|
2022
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $7K | Buy |
91
+11
| +14% | +$846 | ﹤0.01% | 535 |
|
|
2022
Q1 | $7K | Sell |
80
-23
| -22% | -$2.01K | ﹤0.01% | 535 |
|
|
2021
Q4 | $10K | Hold |
103
| – | – | ﹤0.01% | 533 |
|
|
2021
Q3 | $10K | Hold |
103
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $9K | Buy |
+103
| New | +$9K | ﹤0.01% | 497 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$12K | – | 566 |
|
|
2018
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 363 |
|
|
2016
Q4 | – | Sell |
-104
| Closed | -$5K | – | 1317 |
|
|
2016
Q3 | $5K | Buy |
+104
| New | +$5K | ﹤0.01% | 1246 |
|