JFA
JNBA Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
18,335
-3,523
| -16% | -$231K | 0.12% | 81 |
|
|
2025
Q1 | $1.29M | Buy |
21,858
+1,949
| +10% | +$115K | 0.13% | 76 |
|
|
2024
Q4 | $1.13M | Sell |
19,909
-29
| -0.1% | -$1.64K | 0.12% | 81 |
|
|
2024
Q3 | $1.23M | Buy |
19,938
+152
| +0.8% | +$9.35K | 0.12% | 79 |
|
|
2024
Q2 | $1.13M | Sell |
19,786
-554
| -3% | -$31.7K | 0.12% | 84 |
|
|
2024
Q1 | $1.17M | Sell |
20,340
-1,830
| -8% | -$105K | 0.12% | 85 |
|
|
2023
Q4 | $1.23M | Buy |
22,170
+33
| +0.1% | +$1.82K | 0.14% | 88 |
|
|
2023
Q3 | $1.12M | Buy |
22,137
+790
| +4% | +$39.8K | 0.14% | 89 |
|
|
2023
Q2 | $1.13M | Buy |
21,347
+1,048
| +5% | +$55.7K | 0.14% | 90 |
|
|
2023
Q1 | $1.06M | Buy |
20,299
+560
| +3% | +$29.3K | 0.14% | 92 |
|
|
2022
Q4 | $971K | Buy |
19,739
+3,524
| +22% | +$173K | 0.13% | 98 |
|
|
2022
Q3 | $704K | Buy |
16,215
+5,515
| +52% | +$239K | 0.11% | 109 |
|
|
2022
Q2 | $525K | Buy |
10,700
+1,993
| +23% | +$97.8K | 0.08% | 119 |
|
|
2022
Q1 | $498K | Buy |
8,707
+411
| +5% | +$23.5K | 0.07% | 125 |
|
|
2021
Q4 | $515K | Buy |
8,296
+1,085
| +15% | +$67.4K | 0.06% | 131 |
|
|
2021
Q3 | $445K | Buy |
7,211
+1,141
| +19% | +$70.4K | 0.06% | 134 |
|
|
2021
Q2 | $389K | Buy |
6,070
+476
| +9% | +$30.5K | 0.05% | 140 |
|
|
2021
Q1 | $343K | Buy |
5,594
+828
| +17% | +$50.8K | 0.05% | 147 |
|
|
2020
Q4 | $282K | Buy |
4,766
+1,080
| +29% | +$63.9K | 0.05% | 149 |
|
|
2020
Q3 | $190K | Hold |
3,686
| – | – | 0.04% | 156 |
|
|
2020
Q2 | $177K | Buy |
3,686
+12
| +0.3% | +$576 | 0.04% | 157 |
|
|
2020
Q1 | $151K | Buy |
3,674
+1,477
| +67% | +$60.7K | 0.04% | 159 |
|
|
2019
Q4 | $117K | Buy |
2,197
+1,597
| +266% | +$85K | 0.02% | 176 |
|
|
2019
Q3 | $30K | Buy |
+600
| New | +$30K | 0.01% | 285 |
|