JFGIW
Johnson Financial Group Inc (Wisconsin)’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,904
| Closed | -$142K | – | 800 |
|
|
2023
Q4 | $142K | Buy |
+1,904
| New | +$142K | 0.01% | 332 |
|
|
2017
Q4 | – | Sell |
-8,000
| Closed | -$750K | – | 594 |
|
|
2017
Q3 | $750K | Hold |
8,000
| – | – | 0.1% | 134 |
|
|
2017
Q2 | $745K | Hold |
8,000
| – | – | 0.11% | 137 |
|
|
2017
Q1 | $720K | Sell |
8,000
-2,000
| -20% | -$180K | 0.09% | 177 |
|
|
2016
Q4 | $891K | Hold |
10,000
| – | – | 0.12% | 158 |
|
|
2016
Q3 | $986K | Buy |
10,000
+6,000
| +150% | +$592K | 0.13% | 143 |
|
|
2016
Q2 | $392K | Buy |
4,000
+2,900
| +264% | +$284K | 0.05% | 218 |
|
|
2016
Q1 | $102K | Buy |
+1,100
| New | +$102K | 0.02% | 306 |
|
|
2015
Q4 | – | Sell |
-3,737
| Closed | -$334K | – | 785 |
|
|
2015
Q3 | $334K | Buy |
3,737
+1,500
| +67% | +$134K | 0.07% | 198 |
|
|
2015
Q2 | $196K | Hold |
2,237
| – | – | 0.04% | 254 |
|
|
2015
Q1 | $215K | Hold |
2,237
| – | – | 0.05% | 257 |
|
|
2014
Q4 | $211K | Hold |
2,237
| – | – | 0.05% | 239 |
|
|
2014
Q3 | $202K | Buy |
2,237
+1,118
| +100% | +$101K | 0.05% | 220 |
|
|
2014
Q2 | $101K | Sell |
1,119
-3,000
| -73% | -$271K | 0.03% | 345 |
|
|
2014
Q1 | $357K | Sell |
4,119
-13,000
| -76% | -$1.13M | 0.1% | 159 |
|
|
2013
Q4 | $1.4M | Buy |
+17,119
| New | +$1.4M | 0.4% | 59 |
|