JFA
Johanson Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.67M | Buy |
31,064
+1,802
| +6% | +$271K | 1.43% | 21 |
|
|
2021
Q3 | $4.09M | Buy |
29,262
+1,337
| +5% | +$187K | 1.41% | 24 |
|
|
2021
Q2 | $3.89M | Buy |
27,925
+2,444
| +10% | +$340K | 1.32% | 25 |
|
|
2021
Q1 | $3.51M | Buy |
25,481
+599
| +2% | +$82.6K | 1.28% | 25 |
|
|
2020
Q4 | $2.96M | Buy |
24,882
+394
| +2% | +$46.9K | 1.19% | 27 |
|
|
2020
Q3 | $2.56M | Sell |
24,488
-479
| -2% | -$50.1K | 1.15% | 27 |
|
|
2020
Q2 | $2.39M | Sell |
24,967
-21,642
| -46% | -$2.07M | 1.19% | 27 |
|
|
2020
Q1 | $3.79M | Sell |
46,609
-5,748,834
| -99% | -$468M | 2.18% | 15 |
|
|
2019
Q4 | $48.6M | Buy |
5,795,443
+5,746,543
| +11,752% | +$48.2M | 2.31% | 12 |
|
|
2019
Q3 | $5.53M | Buy |
48,900
+1,107
| +2% | +$125K | 2.88% | 8 |
|
|
2019
Q2 | $5.32M | Buy |
47,793
+2,100
| +5% | +$234K | 2.83% | 9 |
|
|
2019
Q1 | $4.93M | Buy |
45,693
+1,210
| +3% | +$130K | 2.76% | 9 |
|
|
2018
Q4 | $4.23M | Sell |
44,483
-7,844
| -15% | -$746K | 2.85% | 10 |
|
|
2018
Q3 | $5.92M | Buy |
52,327
+3,116
| +6% | +$353K | 3.43% | 7 |
|
|
2018
Q2 | $5.44M | Buy |
49,211
+4,033
| +9% | +$446K | 3.45% | 7 |
|
|
2018
Q1 | $4.94M | Buy |
45,178
+3,057
| +7% | +$335K | 3.28% | 11 |
|
|
2017
Q4 | $4.71M | Buy |
42,121
+5,438
| +15% | +$607K | 3.11% | 12 |
|
|
2017
Q3 | $3.88M | Buy |
36,683
+4,389
| +14% | +$464K | 2.84% | 11 |
|
|
2017
Q2 | $3.32M | Buy |
32,294
+3,695
| +13% | +$380K | 2.7% | 12 |
|
|
2017
Q1 | $2.91M | Buy |
28,599
+22,529
| +371% | +$2.3M | 2.57% | 11 |
|
|
2016
Q4 | $602K | Sell |
6,070
-6,481
| -52% | -$643K | 25.11% | 2 |
|
|
2016
Q3 | $1.17M | Sell |
12,551
-160
| -1% | -$15K | 1.26% | 24 |
|
|
2016
Q2 | $1.14M | Buy |
12,711
+362
| +3% | +$32.4K | 1.34% | 23 |
|
|
2016
Q1 | $1.08M | Sell |
12,349
-694
| -5% | -$60.8K | 1.33% | 22 |
|
|
2015
Q4 | $1.12M | Buy |
+13,043
| New | +$1.12M | 1.46% | 20 |
|