JFA
Johanson Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $660K | Sell |
7,113
-1,120
| -14% | -$104K | 0.2% | 78 |
|
|
2021
Q3 | $777K | Sell |
8,233
-839
| -9% | -$79.2K | 0.27% | 70 |
|
|
2021
Q2 | $867K | Sell |
9,072
-866
| -9% | -$82.8K | 0.29% | 67 |
|
|
2021
Q1 | $931K | Sell |
9,938
-650
| -6% | -$60.9K | 0.34% | 62 |
|
|
2020
Q4 | $1.03M | Sell |
10,588
-218
| -2% | -$21.2K | 0.42% | 49 |
|
|
2020
Q3 | $1.03M | Buy |
10,806
+1,040
| +11% | +$99.4K | 0.46% | 47 |
|
|
2020
Q2 | $929K | Buy |
9,766
+129
| +1% | +$12.3K | 0.46% | 50 |
|
|
2020
Q1 | $841K | Sell |
9,637
-806,083
| -99% | -$70.3M | 0.48% | 46 |
|
|
2019
Q4 | $8.93M | Buy |
815,720
+804,190
| +6,975% | +$8.81M | 0.42% | 43 |
|
|
2019
Q3 | $1.05M | Sell |
11,530
-680
| -6% | -$61.8K | 0.55% | 43 |
|
|
2019
Q2 | $1.1M | Buy |
12,210
+3,412
| +39% | +$308K | 0.59% | 43 |
|
|
2019
Q1 | $764K | Buy |
8,798
+1,207
| +16% | +$105K | 0.43% | 51 |
|
|
2018
Q4 | $630K | Sell |
7,591
-1,071
| -12% | -$88.9K | 0.42% | 53 |
|
|
2018
Q3 | $726K | Sell |
8,662
-2,015
| -19% | -$169K | 0.42% | 52 |
|
|
2018
Q2 | $897K | Buy |
10,677
+898
| +9% | +$75.4K | 0.57% | 44 |
|
|
2018
Q1 | $833K | Sell |
9,779
-710
| -7% | -$60.5K | 0.55% | 42 |
|
|
2017
Q4 | $917K | Buy |
10,489
+2,041
| +24% | +$178K | 0.61% | 42 |
|
|
2017
Q3 | $744K | Sell |
8,448
-132
| -2% | -$11.6K | 0.54% | 46 |
|
|
2017
Q2 | $751K | Buy |
8,580
+1,846
| +27% | +$162K | 0.61% | 39 |
|
|
2017
Q1 | $584K | Buy |
+6,734
| New | +$584K | 0.51% | 45 |
|
|
2016
Q4 | – | Sell |
-4,434
| Closed | -$399K | – | 63 |
|
|
2016
Q3 | $399K | Buy |
+4,434
| New | +$399K | 0.43% | 50 |
|