JFA
Johanson Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,486
| Closed | -$204K | – | 130 |
|
|
2021
Q3 | $204K | Sell |
2,486
-196
| -7% | -$16.1K | 0.07% | 122 |
|
|
2021
Q2 | $220K | Sell |
2,682
-722
| -21% | -$59.2K | 0.07% | 111 |
|
|
2021
Q1 | $280K | Sell |
3,404
-6,998
| -67% | -$576K | 0.1% | 94 |
|
|
2020
Q4 | $862K | Sell |
10,402
-446
| -4% | -$37K | 0.35% | 58 |
|
|
2020
Q3 | $899K | Sell |
10,848
-929
| -8% | -$77K | 0.4% | 52 |
|
|
2020
Q2 | $979K | Sell |
11,777
-1,172
| -9% | -$97.4K | 0.49% | 46 |
|
|
2020
Q1 | $1.06M | Sell |
12,949
-1,258,969
| -99% | -$103M | 0.61% | 41 |
|
|
2019
Q4 | $15.8M | Buy |
1,271,918
+1,253,443
| +6,785% | +$15.5M | 0.75% | 29 |
|
|
2019
Q3 | $1.5M | Sell |
18,475
-4,686
| -20% | -$379K | 0.78% | 36 |
|
|
2019
Q2 | $1.86M | Sell |
23,161
-4,470
| -16% | -$360K | 0.99% | 33 |
|
|
2019
Q1 | $2.2M | Sell |
27,631
-10,778
| -28% | -$858K | 1.23% | 28 |
|
|
2018
Q4 | $3.01M | Sell |
38,409
-14,529
| -27% | -$1.14M | 2.03% | 17 |
|
|
2018
Q3 | $4.13M | Sell |
52,938
-14,871
| -22% | -$1.16M | 2.39% | 16 |
|
|
2018
Q2 | $5.3M | Sell |
67,809
-4,574
| -6% | -$357K | 3.36% | 9 |
|
|
2018
Q1 | $5.67M | Sell |
72,383
-20,499
| -22% | -$1.61M | 3.76% | 6 |
|
|
2017
Q4 | $7.34M | Sell |
92,882
-19,244
| -17% | -$1.52M | 4.86% | 5 |
|
|
2017
Q3 | $8.94M | Sell |
112,126
-910
| -0.8% | -$72.6K | 6.54% | 1 |
|
|
2017
Q2 | $9.01M | Buy |
113,036
+8,023
| +8% | +$640K | 7.34% | 1 |
|
|
2017
Q1 | $8.37M | Buy |
105,013
+96,347
| +1,112% | +$7.68M | 7.37% | 1 |
|
|
2016
Q4 | $692K | Sell |
8,666
-67,104
| -89% | -$5.36M | 28.87% | 1 |
|
|
2016
Q3 | $6.11M | Buy |
75,770
+10,630
| +16% | +$858K | 6.58% | 2 |
|
|
2016
Q2 | $5.27M | Buy |
65,140
+9,346
| +17% | +$757K | 6.2% | 3 |
|
|
2016
Q1 | $4.5M | Buy |
55,794
+9,324
| +20% | +$752K | 5.54% | 4 |
|
|
2015
Q4 | $3.7M | Buy |
+46,470
| New | +$3.7M | 4.82% | 6 |
|