JNBA Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $707K | Hold |
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|
2025
Q2 | $656K | Buy |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $612K | Buy |
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $458K | Hold |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $11K | Sell |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $6K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $18K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $889K | Buy |
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