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JFA
JNBA Financial Advisors’s
Vanguard Mortgage-Backed Securities ETF
VMBS
Stock Holding History
JNBA Financial Advisors’s Portfolio
VMBS Stock Details
VMBS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-416
Closed
-$19.4K
–
753
2023
Q1
$19.4K
Buy
416
+339
+440%
+$15.7K
﹤0.01%
397
2022
Q4
$3.5K
Hold
77
–
–
﹤0.01%
547
2022
Q3
$3K
Hold
77
–
–
﹤0.01%
586
2022
Q2
$4K
Hold
77
–
–
﹤0.01%
595
2022
Q1
$4K
Hold
77
–
–
﹤0.01%
582
2021
Q4
$4K
Hold
77
–
–
﹤0.01%
657
2021
Q3
$4K
Hold
77
–
–
﹤0.01%
621
2021
Q2
$4K
Hold
77
–
–
﹤0.01%
575
2021
Q1
$4K
Hold
77
–
–
﹤0.01%
554
2020
Q4
$4K
Hold
77
–
–
﹤0.01%
513
2020
Q3
$4K
Hold
77
–
–
﹤0.01%
484
2020
Q2
$4K
Hold
77
–
–
﹤0.01%
481
2020
Q1
$4K
Sell
77
-481
-86%
-$25.7K
﹤0.01%
472
2019
Q4
$30K
Buy
558
+477
+589%
+$25.4K
0.01%
301
2019
Q3
$4K
Hold
81
–
–
﹤0.01%
498
2019
Q2
$4K
Hold
81
–
–
﹤0.01%
543
2019
Q1
$4K
Buy
81
+4
+5%
+$207
﹤0.01%
473
2018
Q4
$4K
Buy
+77
New
+$3.91K
﹤0.01%
451
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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