JNBA Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40M | Buy |
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|
2025
Q1 | $33.7M | Buy |
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|
2024
Q4 | $34.4M | Buy |
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|
2024
Q3 | $28.3M | Buy |
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|
2024
Q2 | $27M | Buy |
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|
2024
Q1 | $24.2M | Buy |
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|
2023
Q4 | $14.3M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $9.08M | Buy |
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|
2023
Q1 | $3.57M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $2.01M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $1.89M | Hold |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.04M | Hold |
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|
2019
Q1 | $997K | Buy |
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|
2018
Q4 | $798K | Sell |
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|
2018
Q3 | $1.31M | Sell |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.45M | Sell |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.37M | Buy |
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|
2017
Q2 | $1.27M | Sell |
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|
2017
Q1 | $1.41M | Sell |
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|
2016
Q4 | $1.41M | Buy |
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|
2016
Q3 | $64K | Sell |
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|
2016
Q2 | $1.04M | Buy |
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|
2016
Q1 | $735K | Buy |
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|
2015
Q4 | $472K | Buy |
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|
2015
Q3 | $131K | Buy |
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|
2015
Q2 | $130K | Hold |
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|
2015
Q1 | $127K | Hold |
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|
2014
Q4 | $126K | Hold |
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|
2014
Q3 | $121K | Hold |
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|
2014
Q2 | $120K | Hold |
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|
2014
Q1 | $113K | Hold |
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|
2013
Q4 | $113K | Hold |
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|
2013
Q3 | $102K | Hold |
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|
2013
Q2 | $95K | Buy |
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