JNBA Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-109
| Closed | -$14K | – | 720 |
|
|
2018
Q2 | $14K | Hold |
109
| – | – | ﹤0.01% | 365 |
|
|
2018
Q1 | $13K | Sell |
109
-163
| -60% | -$19.4K | ﹤0.01% | 355 |
|
|
2017
Q4 | $33K | Hold |
272
| – | – | 0.01% | 263 |
|
|
2017
Q3 | $31K | Hold |
272
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $30K | Hold |
272
| – | – | 0.01% | 253 |
|
|
2017
Q1 | $30K | Hold |
272
| – | – | 0.01% | 250 |
|
|
2016
Q4 | $28K | Buy |
+272
| New | +$28K | 0.01% | 262 |
|