JFA
JNBA Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409 | Sell |
5
-2
| -29% | -$164 | ﹤0.01% | 640 |
|
|
2025
Q1 | $634 | Sell |
7
-253
| -97% | -$22.9K | ﹤0.01% | 628 |
|
|
2024
Q4 | $23.2K | Sell |
260
-104
| -29% | -$9.26K | ﹤0.01% | 365 |
|
|
2024
Q3 | $35.5K | Sell |
364
-29
| -7% | -$2.83K | ﹤0.01% | 327 |
|
|
2024
Q2 | $32.9K | Sell |
393
-1,464
| -79% | -$123K | ﹤0.01% | 328 |
|
|
2024
Q1 | $161K | Sell |
1,857
-170,708
| -99% | -$14.8M | 0.02% | 197 |
|
|
2023
Q4 | $15.2M | Sell |
172,565
-69,878
| -29% | -$6.17M | 1.73% | 16 |
|
|
2023
Q3 | $18.3M | Buy |
242,443
+2,754
| +1% | +$208K | 2.29% | 9 |
|
|
2023
Q2 | $20M | Sell |
239,689
-133
| -0.1% | -$11.1K | 2.4% | 9 |
|
|
2023
Q1 | $19.9M | Buy |
239,822
+1,006
| +0.4% | +$83.5K | 2.59% | 8 |
|
|
2022
Q4 | $19.7M | Sell |
238,816
-7,839
| -3% | -$647K | 2.74% | 7 |
|
|
2022
Q3 | $19.8M | Buy |
246,655
+1,535
| +0.6% | +$123K | 3.05% | 5 |
|
|
2022
Q2 | $22.3M | Buy |
245,120
+10,792
| +5% | +$983K | 3.39% | 5 |
|
|
2022
Q1 | $25.4M | Buy |
234,328
+3,356
| +1% | +$364K | 3.36% | 6 |
|
|
2021
Q4 | $26.8M | Buy |
230,972
+2,727
| +1% | +$316K | 3.27% | 5 |
|
|
2021
Q3 | $23.2M | Buy |
228,245
+4,279
| +2% | +$436K | 3.12% | 6 |
|
|
2021
Q2 | $22.8M | Buy |
223,966
+3,992
| +2% | +$406K | 3.09% | 6 |
|
|
2021
Q1 | $20.2M | Buy |
219,974
+23,316
| +12% | +$2.14M | 2.93% | 6 |
|
|
2020
Q4 | $16.7M | Buy |
196,658
+196,070
| +33,345% | +$16.7M | 2.75% | 6 |
|
|
2020
Q3 | $46K | Hold |
588
| – | – | 0.01% | 248 |
|
|
2020
Q2 | $46K | Hold |
588
| – | – | 0.01% | 241 |
|
|
2020
Q1 | $41K | Hold |
588
| – | – | 0.01% | 240 |
|
|
2019
Q4 | $55K | Hold |
588
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $55K | Hold |
588
| – | – | 0.01% | 222 |
|
|
2019
Q2 | $51K | Hold |
588
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $51K | Buy |
588
+78
| +15% | +$6.77K | 0.01% | 228 |
|
|
2018
Q4 | $38K | Sell |
510
-1,373
| -73% | -$102K | 0.01% | 237 |
|
|
2018
Q3 | $143K | Buy |
1,883
+1,373
| +269% | +$104K | 0.06% | 154 |
|
|
2018
Q2 | $42K | Hold |
510
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $38K | Hold |
510
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $42K | Sell |
510
-146
| -22% | -$12K | 0.01% | 238 |
|
|
2017
Q3 | $55K | Hold |
656
| – | – | 0.01% | 203 |
|
|
2017
Q2 | $55K | Hold |
656
| – | – | 0.01% | 197 |
|
|
2017
Q1 | $54K | Buy |
656
+8
| +1% | +$659 | 0.01% | 198 |
|
|
2016
Q4 | $53K | Sell |
648
-2,821
| -81% | -$231K | 0.01% | 204 |
|
|
2016
Q3 | $301K | Buy |
3,469
+3,331
| +2,414% | +$289K | 0.04% | 164 |
|
|
2016
Q2 | $12K | Hold |
138
| – | – | ﹤0.01% | 339 |
|
|
2016
Q1 | $12K | Hold |
138
| – | – | ﹤0.01% | 339 |
|
|
2015
Q4 | $11K | Sell |
138
-201
| -59% | -$16K | ﹤0.01% | 341 |
|
|
2015
Q3 | $26K | Sell |
339
-9
| -3% | -$690 | 0.01% | 254 |
|
|
2015
Q2 | $26K | Sell |
348
-276
| -44% | -$20.6K | 0.01% | 252 |
|
|
2015
Q1 | $53K | Sell |
624
-150
| -19% | -$12.7K | 0.02% | 184 |
|
|
2014
Q4 | $63K | Hold |
774
| – | – | 0.03% | 167 |
|
|
2014
Q3 | $56K | Buy |
774
+600
| +345% | +$43.4K | 0.03% | 179 |
|
|
2014
Q2 | $13K | Hold |
174
| – | – | 0.01% | 323 |
|
|
2014
Q1 | $12K | Buy |
+174
| New | +$12K | 0.01% | 309 |
|