JFA
JNBA Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
51,935
+21,272
| +69% | +$5.95M | 1.4% | 17 |
|
|
2025
Q1 | $7.93M | Buy |
30,663
+3,495
| +13% | +$904K | 0.82% | 27 |
|
|
2024
Q4 | $7.18M | Sell |
27,168
-242
| -0.9% | -$63.9K | 0.73% | 28 |
|
|
2024
Q3 | $7.23M | Sell |
27,410
-2,658
| -9% | -$701K | 0.73% | 28 |
|
|
2024
Q2 | $7.28M | Sell |
30,068
-1,520
| -5% | -$368K | 0.77% | 30 |
|
|
2024
Q1 | $7.89M | Sell |
31,588
-710
| -2% | -$177K | 0.83% | 29 |
|
|
2023
Q4 | $7.51M | Sell |
32,298
-1,922
| -6% | -$447K | 0.85% | 34 |
|
|
2023
Q3 | $7.13M | Sell |
34,220
-716
| -2% | -$149K | 0.89% | 31 |
|
|
2023
Q2 | $7.69M | Sell |
34,936
-813
| -2% | -$179K | 0.92% | 31 |
|
|
2023
Q1 | $7.54M | Buy |
35,749
+123
| +0.3% | +$25.9K | 0.98% | 30 |
|
|
2022
Q4 | $7.26M | Sell |
35,626
-987
| -3% | -$201K | 1.01% | 29 |
|
|
2022
Q3 | $6.88M | Sell |
36,613
-111
| -0.3% | -$20.9K | 1.06% | 28 |
|
|
2022
Q2 | $7.23M | Sell |
36,724
-1,209
| -3% | -$238K | 1.1% | 27 |
|
|
2022
Q1 | $9.02M | Sell |
37,933
-6,558
| -15% | -$1.56M | 1.19% | 25 |
|
|
2021
Q4 | $11.3M | Sell |
44,491
-1,032
| -2% | -$263K | 1.38% | 21 |
|
|
2021
Q3 | $10.8M | Sell |
45,523
-348
| -0.8% | -$82.4K | 1.45% | 18 |
|
|
2021
Q2 | $10.9M | Sell |
45,871
-594
| -1% | -$141K | 1.47% | 17 |
|
|
2021
Q1 | $10.3M | Sell |
46,465
-1,450
| -3% | -$321K | 1.49% | 18 |
|
|
2020
Q4 | $9.91M | Sell |
47,915
-1,460
| -3% | -$302K | 1.63% | 16 |
|
|
2020
Q3 | $8.7M | Sell |
49,375
-936
| -2% | -$165K | 1.75% | 13 |
|
|
2020
Q2 | $8.25M | Sell |
50,311
-1,016
| -2% | -$167K | 1.77% | 13 |
|
|
2020
Q1 | $6.76M | Sell |
51,327
-1,369
| -3% | -$180K | 1.62% | 16 |
|
|
2019
Q4 | $9.39M | Sell |
52,696
-3,044
| -5% | -$542K | 1.79% | 13 |
|
|
2019
Q3 | $9.34M | Sell |
55,740
-1,692
| -3% | -$284K | 1.9% | 14 |
|
|
2019
Q2 | $9.6M | Sell |
57,432
-1,384
| -2% | -$231K | 1.96% | 14 |
|
|
2019
Q1 | $9.46M | Sell |
58,816
-13,648
| -19% | -$2.19M | 2.03% | 13 |
|
|
2018
Q4 | $10M | Buy |
+72,464
| New | +$10M | 2.27% | 13 |
|
|
2018
Q3 | – | Sell |
-81,534
| Closed | -$12.9M | – | 715 |
|
|
2018
Q2 | $12.9M | Sell |
81,534
-1,386
| -2% | -$218K | 2.72% | 11 |
|
|
2018
Q1 | $12.8M | Sell |
82,920
-3,721
| -4% | -$574K | 2.74% | 11 |
|
|
2017
Q4 | $13.4M | Sell |
86,641
-1,874
| -2% | -$290K | 2.82% | 11 |
|
|
2017
Q3 | $13M | Buy |
88,515
+1,912
| +2% | +$281K | 2.9% | 11 |
|
|
2017
Q2 | $12.3M | Buy |
86,603
+3,836
| +5% | +$547K | 2.8% | 10 |
|
|
2017
Q1 | $11.5M | Buy |
82,767
+3,687
| +5% | +$513K | 2.72% | 10 |
|
|
2016
Q4 | $10.4M | Buy |
79,080
+78,795
| +27,647% | +$10.4M | 2.53% | 10 |
|
|
2016
Q3 | $37K | Sell |
285
-53,586
| -99% | -$6.96M | 0.01% | 615 |
|
|
2016
Q2 | $6.66M | Buy |
53,871
+39,882
| +285% | +$4.93M | 1.86% | 13 |
|
|
2016
Q1 | $1.7M | Buy |
13,989
+8,499
| +155% | +$1.03M | 0.61% | 22 |
|
|
2015
Q4 | $659K | Buy |
5,490
+5,264
| +2,329% | +$632K | 0.25% | 47 |
|
|
2015
Q3 | $26K | Buy |
226
+44
| +24% | +$5.06K | 0.01% | 255 |
|
|
2015
Q2 | $23K | Hold |
182
| – | – | 0.01% | 270 |
|
|
2015
Q1 | $24K | Hold |
182
| – | – | 0.01% | 274 |
|
|
2014
Q4 | $22K | Hold |
182
| – | – | 0.01% | 282 |
|
|
2014
Q3 | $21K | Hold |
182
| – | – | 0.01% | 287 |
|
|
2014
Q2 | $22K | Hold |
182
| – | – | 0.01% | 260 |
|
|
2014
Q1 | $21K | Hold |
182
| – | – | 0.01% | 251 |
|
|
2013
Q4 | $20K | Sell |
182
-234
| -56% | -$25.7K | 0.01% | 246 |
|
|
2013
Q3 | $43K | Hold |
416
| – | – | 0.03% | 165 |
|
|
2013
Q2 | $40K | Buy |
+416
| New | +$40K | 0.03% | 157 |
|