JFA
JNBA Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
3,842
-2
| -0.1% | -$569 | 0.11% | 86 |
|
|
2025
Q1 | $940K | Hold |
3,844
| – | – | 0.1% | 89 |
|
|
2024
Q4 | $975K | Sell |
3,844
-506
| -12% | -$128K | 0.1% | 89 |
|
|
2024
Q3 | $1.06M | Sell |
4,350
-381
| -8% | -$92.8K | 0.11% | 84 |
|
|
2024
Q2 | $1.09M | Sell |
4,731
-128
| -3% | -$29.4K | 0.11% | 87 |
|
|
2024
Q1 | $1.15M | Sell |
4,859
-405
| -8% | -$95.5K | 0.12% | 86 |
|
|
2023
Q4 | $1.16M | Sell |
5,264
-148
| -3% | -$32.5K | 0.13% | 90 |
|
|
2023
Q3 | $1.05M | Sell |
5,412
-146
| -3% | -$28.4K | 0.13% | 92 |
|
|
2023
Q2 | $1.14M | Sell |
5,558
-28
| -0.5% | -$5.76K | 0.14% | 89 |
|
|
2023
Q1 | $1.09M | Sell |
5,586
-158
| -3% | -$30.8K | 0.14% | 90 |
|
|
2022
Q4 | $1.03M | Sell |
5,744
-367
| -6% | -$66K | 0.14% | 91 |
|
|
2022
Q3 | $1.04M | Buy |
6,111
+588
| +11% | +$100K | 0.16% | 88 |
|
|
2022
Q2 | $969K | Sell |
5,523
-111
| -2% | -$19.5K | 0.15% | 89 |
|
|
2022
Q1 | $1.26M | Sell |
5,634
-305
| -5% | -$67.9K | 0.17% | 83 |
|
|
2021
Q4 | $1.51M | Sell |
5,939
-60
| -1% | -$15.3K | 0.18% | 77 |
|
|
2021
Q3 | $1.42M | Buy |
5,999
+10
| +0.2% | +$2.36K | 0.19% | 74 |
|
|
2021
Q2 | $1.42M | Sell |
5,989
-158
| -3% | -$37.4K | 0.19% | 75 |
|
|
2021
Q1 | $1.32M | Sell |
6,147
-308
| -5% | -$66.1K | 0.19% | 74 |
|
|
2020
Q4 | $1.37M | Sell |
6,455
-446
| -6% | -$94.6K | 0.23% | 68 |
|
|
2020
Q3 | $1.24M | Sell |
6,901
-167
| -2% | -$30.1K | 0.25% | 66 |
|
|
2020
Q2 | $1.17M | Sell |
7,068
-202
| -3% | -$33.4K | 0.25% | 66 |
|
|
2020
Q1 | $921K | Buy |
7,270
+52
| +0.7% | +$6.59K | 0.22% | 71 |
|
|
2019
Q4 | $1.15M | Sell |
7,218
-320
| -4% | -$50.8K | 0.22% | 69 |
|
|
2019
Q3 | $1.12M | Sell |
7,538
-312
| -4% | -$46.2K | 0.23% | 62 |
|
|
2019
Q2 | $1.17M | Sell |
7,850
-68
| -0.9% | -$10.2K | 0.24% | 58 |
|
|
2019
Q1 | $1.13M | Sell |
7,918
-60
| -0.8% | -$8.56K | 0.24% | 54 |
|
|
2018
Q4 | $955K | Buy |
7,978
+7,429
| +1,353% | +$889K | 0.22% | 58 |
|
|
2018
Q3 | $78K | Sell |
549
-9,937
| -95% | -$1.41M | 0.04% | 195 |
|
|
2018
Q2 | $1.41M | Hold |
10,486
| – | – | 0.3% | 44 |
|
|
2018
Q1 | $1.36M | Sell |
10,486
-503
| -5% | -$65.2K | 0.29% | 43 |
|
|
2017
Q4 | $1.4M | Sell |
10,989
-82
| -0.7% | -$10.5K | 0.3% | 41 |
|
|
2017
Q3 | $1.35M | Sell |
11,071
-1,208
| -10% | -$147K | 0.3% | 38 |
|
|
2017
Q2 | $1.45M | Buy |
12,279
+906
| +8% | +$107K | 0.33% | 34 |
|
|
2017
Q1 | $1.29M | Buy |
11,373
+1,094
| +11% | +$124K | 0.3% | 39 |
|
|
2016
Q4 | $1.09M | Buy |
10,279
+10,166
| +8,996% | +$1.07M | 0.26% | 41 |
|
|
2016
Q3 | $12K | Sell |
113
-8,518
| -99% | -$905K | ﹤0.01% | 975 |
|
|
2016
Q2 | $879K | Buy |
8,631
+1,123
| +15% | +$114K | 0.25% | 42 |
|
|
2016
Q1 | $753K | Buy |
7,508
+1,339
| +22% | +$134K | 0.27% | 44 |
|
|
2015
Q4 | $615K | Buy |
6,169
+5,577
| +942% | +$556K | 0.24% | 52 |
|
|
2015
Q3 | $58K | Buy |
+592
| New | +$58K | 0.02% | 171 |
|