JFA
JNBA Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Sell |
104,239
-15,183
| -13% | -$744K | 0.49% | 36 |
|
|
2025
Q1 | $5.93M | Sell |
119,422
-3,774
| -3% | -$187K | 0.61% | 31 |
|
|
2024
Q4 | $6.18M | Sell |
123,196
-11,586
| -9% | -$581K | 0.63% | 30 |
|
|
2024
Q3 | $6.89M | Sell |
134,782
-15,945
| -11% | -$815K | 0.69% | 30 |
|
|
2024
Q2 | $7.55M | Sell |
150,727
-27,759
| -16% | -$1.39M | 0.8% | 29 |
|
|
2024
Q1 | $9.03M | Sell |
178,486
-12,776
| -7% | -$646K | 0.95% | 27 |
|
|
2023
Q4 | $9.76M | Sell |
191,262
-7,613
| -4% | -$389K | 1.11% | 28 |
|
|
2023
Q3 | $9.57M | Buy |
198,875
+10,540
| +6% | +$507K | 1.19% | 27 |
|
|
2023
Q2 | $9.46M | Sell |
188,335
-7,384
| -4% | -$371K | 1.13% | 26 |
|
|
2023
Q1 | $9.92M | Buy |
195,719
+1,092
| +0.6% | +$55.3K | 1.29% | 24 |
|
|
2022
Q4 | $9.63M | Buy |
194,627
+15,131
| +8% | +$749K | 1.34% | 24 |
|
|
2022
Q3 | $8.64M | Buy |
179,496
+61,712
| +52% | +$2.97M | 1.33% | 24 |
|
|
2022
Q2 | $5.88M | Buy |
117,784
+106,662
| +959% | +$5.32M | 0.89% | 32 |
|
|
2022
Q1 | $573K | Buy |
11,122
+11,008
| +9,656% | +$567K | 0.08% | 122 |
|
|
2021
Q4 | $6K | Hold |
114
| – | – | ﹤0.01% | 596 |
|
|
2021
Q3 | $6K | Hold |
114
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $6K | Hold |
114
| – | – | ﹤0.01% | 536 |
|
|
2021
Q1 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 519 |
|