JFA
Johanson Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.28M | Sell |
5,652
-182
| -3% | -$41.1K | 0.39% | 55 |
|
|
2021
Q3 | $1.28M | Buy |
5,834
+183
| +3% | +$40K | 0.44% | 51 |
|
|
2021
Q2 | $1.23M | Buy |
5,651
+393
| +7% | +$85.5K | 0.42% | 52 |
|
|
2021
Q1 | $1.15M | Buy |
5,258
+644
| +14% | +$141K | 0.42% | 52 |
|
|
2020
Q4 | $898K | Buy |
4,614
+125
| +3% | +$24.3K | 0.36% | 56 |
|
|
2020
Q3 | $720K | Sell |
4,489
-136
| -3% | -$21.8K | 0.32% | 61 |
|
|
2020
Q2 | $674K | Sell |
4,625
-250
| -5% | -$36.4K | 0.34% | 59 |
|
|
2020
Q1 | $565K | Sell |
4,875
-774,258
| -99% | -$89.7M | 0.33% | 57 |
|
|
2019
Q4 | $4.7M | Buy |
779,133
+774,614
| +17,141% | +$4.67M | 0.22% | 67 |
|
|
2019
Q3 | $695K | Sell |
4,519
-132
| -3% | -$20.3K | 0.36% | 57 |
|
|
2019
Q2 | $728K | Sell |
4,651
-23
| -0.5% | -$3.6K | 0.39% | 57 |
|
|
2019
Q1 | $715K | Sell |
4,674
-475
| -9% | -$72.7K | 0.4% | 54 |
|
|
2018
Q4 | $681K | Sell |
5,149
-53
| -1% | -$7.01K | 0.46% | 50 |
|
|
2018
Q3 | $845K | Sell |
5,202
-237
| -4% | -$38.5K | 0.49% | 47 |
|
|
2018
Q2 | $848K | Buy |
5,439
+195
| +4% | +$30.4K | 0.54% | 46 |
|
|
2018
Q1 | $770K | Sell |
5,244
-33
| -0.6% | -$4.85K | 0.51% | 45 |
|
|
2017
Q4 | $777K | Sell |
5,277
-134
| -2% | -$19.7K | 0.51% | 46 |
|
|
2017
Q3 | $763K | Buy |
5,411
+18
| +0.3% | +$2.54K | 0.56% | 43 |
|
|
2017
Q2 | $732K | Sell |
5,393
-274
| -5% | -$37.2K | 0.6% | 41 |
|
|
2017
Q1 | $755K | Buy |
+5,667
| New | +$755K | 0.66% | 38 |
|
|
2016
Q4 | – | Sell |
-4,507
| Closed | -$552K | – | 61 |
|
|
2016
Q3 | $552K | Buy |
4,507
+22
| +0.5% | +$2.69K | 0.59% | 42 |
|
|
2016
Q2 | $523K | Buy |
4,485
+33
| +0.7% | +$3.85K | 0.62% | 41 |
|
|
2016
Q1 | $499K | Sell |
4,452
-481
| -10% | -$53.9K | 0.61% | 42 |
|
|
2015
Q4 | $548K | Buy |
+4,933
| New | +$548K | 0.71% | 37 |
|