JFA
JNBA Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
1,155
+10
| +0.9% | +$5.68K | 0.06% | 121 |
|
|
2025
Q1 | $589K | Sell |
1,145
-101
| -8% | -$51.9K | 0.06% | 122 |
|
|
2024
Q4 | $671K | Buy |
1,246
+86
| +7% | +$46.3K | 0.07% | 113 |
|
|
2024
Q3 | $612K | Buy |
1,160
+111
| +11% | +$58.6K | 0.06% | 119 |
|
|
2024
Q2 | $525K | Hold |
1,049
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $504K | Hold |
1,049
| – | – | 0.05% | 132 |
|
|
2023
Q4 | $458K | Hold |
1,049
| – | – | 0.05% | 140 |
|
|
2023
Q3 | $412K | Buy |
1,049
+224
| +27% | +$88K | 0.05% | 138 |
|
|
2023
Q2 | $336K | Hold |
825
| – | – | 0.04% | 160 |
|
|
2023
Q1 | $310K | Buy |
825
+44
| +6% | +$16.5K | 0.04% | 162 |
|
|
2022
Q4 | $274K | Sell |
781
-86
| -10% | -$30.2K | 0.04% | 164 |
|
|
2022
Q3 | $285K | Sell |
867
-5
| -0.6% | -$1.64K | 0.04% | 159 |
|
|
2022
Q2 | $302K | Buy |
872
+86
| +11% | +$29.8K | 0.05% | 150 |
|
|
2022
Q1 | $326K | Buy |
786
+30
| +4% | +$12.4K | 0.04% | 154 |
|
|
2021
Q4 | $330K | Hold |
756
| – | – | 0.04% | 160 |
|
|
2021
Q3 | $298K | Buy |
756
+86
| +13% | +$33.9K | 0.04% | 163 |
|
|
2021
Q2 | $264K | Hold |
670
| – | – | 0.04% | 172 |
|
|
2021
Q1 | $244K | Hold |
670
| – | – | 0.04% | 172 |
|
|
2020
Q4 | $230K | Buy |
+670
| New | +$230K | 0.04% | 168 |
|
|
2020
Q2 | – | Sell |
-39
| Closed | -$9K | – | 586 |
|
|
2020
Q1 | $9K | Hold |
39
| – | – | ﹤0.01% | 405 |
|
|
2019
Q4 | $12K | Hold |
39
| – | – | ﹤0.01% | 420 |
|
|
2019
Q3 | $11K | Sell |
39
-18
| -32% | -$5.08K | ﹤0.01% | 400 |
|
|
2019
Q2 | $15K | Hold |
57
| – | – | ﹤0.01% | 394 |
|
|
2019
Q1 | $15K | Sell |
57
-20
| -26% | -$5.26K | ﹤0.01% | 363 |
|
|
2018
Q4 | $18K | Buy |
77
+53
| +221% | +$12.4K | ﹤0.01% | 319 |
|
|
2018
Q3 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 418 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | -$18K | – | 480 |
|
|
2017
Q2 | $18K | Buy |
+80
| New | +$18K | ﹤0.01% | 307 |
|
|
2016
Q4 | – | Sell |
-4,475
| Closed | -$889K | – | 1325 |
|
|
2016
Q3 | $889K | Buy |
+4,475
| New | +$889K | 0.13% | 55 |
|