JFA
JNBA Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
4,614
+39
| +0.9% | +$25.9K | 0.29% | 51 |
|
|
2025
Q1 | $2.48M | Sell |
4,575
-21
| -0.5% | -$11.4K | 0.26% | 50 |
|
|
2024
Q4 | $2.86M | Sell |
4,596
-84
| -2% | -$52.2K | 0.29% | 48 |
|
|
2024
Q3 | $2.74M | Buy |
4,680
+84
| +2% | +$49.3K | 0.28% | 49 |
|
|
2024
Q2 | $2.65M | Sell |
4,596
-23
| -0.5% | -$13.3K | 0.28% | 48 |
|
|
2024
Q1 | $2.42M | Hold |
4,619
| – | – | 0.25% | 55 |
|
|
2023
Q4 | $2.24M | Sell |
4,619
-75
| -2% | -$36.3K | 0.25% | 63 |
|
|
2023
Q3 | $1.95M | Buy |
4,694
+11
| +0.2% | +$4.56K | 0.24% | 64 |
|
|
2023
Q2 | $2.07M | Hold |
4,683
| – | – | 0.25% | 63 |
|
|
2023
Q1 | $1.81M | Sell |
4,683
-8
| -0.2% | -$3.08K | 0.23% | 67 |
|
|
2022
Q4 | $1.5M | Sell |
4,691
-145
| -3% | -$46.3K | 0.21% | 75 |
|
|
2022
Q3 | $1.49M | Sell |
4,836
-8
| -0.2% | -$2.46K | 0.23% | 67 |
|
|
2022
Q2 | $1.58M | Buy |
4,844
+27
| +0.6% | +$8.82K | 0.24% | 65 |
|
|
2022
Q1 | $2.01M | Sell |
4,817
-389
| -7% | -$162K | 0.27% | 62 |
|
|
2021
Q4 | $2.39M | Sell |
5,206
-26
| -0.5% | -$11.9K | 0.29% | 60 |
|
|
2021
Q3 | $2.1M | Sell |
5,232
-13
| -0.2% | -$5.22K | 0.28% | 61 |
|
|
2021
Q2 | $2.09M | Hold |
5,245
| – | – | 0.28% | 60 |
|
|
2021
Q1 | $1.88M | Hold |
5,245
| – | – | 0.27% | 60 |
|
|
2020
Q4 | $1.86M | Buy |
5,245
+96
| +2% | +$34K | 0.31% | 58 |
|
|
2020
Q3 | $1.6M | Hold |
5,149
| – | – | 0.32% | 57 |
|
|
2020
Q2 | $1.44M | Hold |
5,149
| – | – | 0.31% | 55 |
|
|
2020
Q1 | $1.09M | Sell |
5,149
-10
| -0.2% | -$2.12K | 0.26% | 59 |
|
|
2019
Q4 | $1.26M | Hold |
5,159
| – | – | 0.24% | 61 |
|
|
2019
Q3 | $1.11M | Hold |
5,159
| – | – | 0.23% | 63 |
|
|
2019
Q2 | $1.09M | Sell |
5,159
-8
| -0.2% | -$1.69K | 0.22% | 66 |
|
|
2019
Q1 | $1.04M | Hold |
5,167
| – | – | 0.22% | 61 |
|
|
2018
Q4 | $862K | Buy |
+5,167
| New | +$862K | 0.2% | 63 |
|
|
2018
Q3 | – | Sell |
-5,167
| Closed | -$937K | – | 714 |
|
|
2018
Q2 | $937K | Hold |
5,167
| – | – | 0.2% | 58 |
|
|
2018
Q1 | $884K | Hold |
5,167
| – | – | 0.19% | 62 |
|
|
2017
Q4 | $851K | Hold |
5,167
| – | – | 0.18% | 66 |
|
|
2017
Q3 | $785K | Hold |
5,167
| – | – | 0.18% | 59 |
|
|
2017
Q2 | $728K | Sell |
5,167
-255
| -5% | -$35.9K | 0.17% | 60 |
|
|
2017
Q1 | $735K | Sell |
5,422
-1,224
| -18% | -$166K | 0.17% | 60 |
|
|
2016
Q4 | $807K | Buy |
+6,646
| New | +$807K | 0.2% | 51 |
|
|
2016
Q3 | – | Sell |
-7,131
| Closed | -$764K | – | 1670 |
|
|
2016
Q2 | $764K | Sell |
7,131
-195
| -3% | -$20.9K | 0.21% | 47 |
|
|
2016
Q1 | $802K | Sell |
7,326
-85
| -1% | -$9.31K | 0.29% | 41 |
|
|
2015
Q4 | $803K | Sell |
7,411
-60
| -0.8% | -$6.5K | 0.31% | 42 |
|
|
2015
Q3 | $747K | Hold |
7,471
| – | – | 0.32% | 38 |
|
|
2015
Q2 | $794K | Buy |
7,471
+200
| +3% | +$21.3K | 0.3% | 40 |
|
|
2015
Q1 | $775K | Sell |
7,271
-50
| -0.7% | -$5.33K | 0.3% | 38 |
|
|
2014
Q4 | $765K | Buy |
7,321
+125
| +2% | +$13.1K | 0.31% | 41 |
|
|
2014
Q3 | $720K | Sell |
7,196
-160
| -2% | -$16K | 0.33% | 42 |
|
|
2014
Q2 | $712K | Sell |
7,356
-293
| -4% | -$28.4K | 0.35% | 40 |
|
|
2014
Q1 | $700K | Sell |
7,649
-345
| -4% | -$31.6K | 0.37% | 37 |
|
|
2013
Q4 | $716K | Hold |
7,994
| – | – | 0.39% | 39 |
|
|
2013
Q3 | $645K | Sell |
7,994
-521
| -6% | -$42K | 0.4% | 38 |
|
|
2013
Q2 | $630K | Buy |
+8,515
| New | +$630K | 0.43% | 39 |
|