JFGIW
Johnson Financial Group Inc (Wisconsin)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
17,420
+950
| +6% | +$63.9K | 0.05% | 150 |
|
|
2025
Q1 | $999K | Buy |
16,470
+995
| +6% | +$60.4K | 0.05% | 149 |
|
|
2024
Q4 | $919K | Buy |
15,475
+8,000
| +107% | +$475K | 0.04% | 157 |
|
|
2024
Q3 | $471K | Buy |
7,475
+4,000
| +115% | +$252K | 0.02% | 238 |
|
|
2024
Q2 | $204K | Sell |
3,475
-995
| -22% | -$58.3K | 0.01% | 313 |
|
|
2024
Q1 | $262K | Buy |
4,470
+995
| +29% | +$58.4K | 0.01% | 270 |
|
|
2023
Q4 | $195K | Hold |
3,475
| – | – | 0.01% | 294 |
|
|
2023
Q3 | $180K | Hold |
3,475
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $189K | Hold |
3,475
| – | – | 0.01% | 271 |
|
|
2023
Q1 | $186K | Sell |
3,475
-463
| -12% | -$24.8K | 0.01% | 276 |
|
|
2022
Q4 | $197K | Hold |
3,938
| – | – | 0.02% | 249 |
|
|
2022
Q3 | $175K | Buy |
3,938
+2,891
| +276% | +$128K | 0.02% | 256 |
|
|
2022
Q2 | $52K | Hold |
1,047
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $60K | Sell |
1,047
-2,323
| -69% | -$133K | ﹤0.01% | 416 |
|
|
2021
Q4 | $207K | Sell |
3,370
-1,500
| -31% | -$92.1K | 0.01% | 275 |
|
|
2021
Q3 | $297K | Hold |
4,870
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $309K | Buy |
4,870
+1,463
| +43% | +$92.8K | 0.02% | 228 |
|
|
2021
Q1 | $207K | Buy |
3,407
+3,287
| +2,739% | +$200K | 0.01% | 264 |
|
|
2020
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 458 |
|
|
2020
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $6K | Sell |
120
-1,769
| -94% | -$88.5K | ﹤0.01% | 394 |
|
|
2020
Q1 | $78K | Sell |
1,889
-650
| -26% | -$26.8K | 0.01% | 252 |
|
|
2019
Q4 | $137K | Sell |
2,539
-1,096
| -30% | -$59.1K | 0.01% | 239 |
|
|
2019
Q3 | $182K | Sell |
3,635
-8,846
| -71% | -$443K | 0.02% | 228 |
|
|
2019
Q2 | $636K | Sell |
12,481
-11,030
| -47% | -$562K | 0.06% | 154 |
|
|
2019
Q1 | $1.18M | Sell |
23,511
-1,467
| -6% | -$73.6K | 0.1% | 116 |
|
|
2018
Q4 | $1.14M | Sell |
24,978
-18,242
| -42% | -$832K | 0.12% | 116 |
|
|
2018
Q3 | $2.25M | Sell |
43,220
-1,004
| -2% | -$52.2K | 0.23% | 73 |
|
|
2018
Q2 | $2.29M | Buy |
44,224
+1,986
| +5% | +$103K | 0.25% | 69 |
|
|
2018
Q1 | $2.3M | Buy |
42,238
+540
| +1% | +$29.4K | 0.27% | 73 |
|
|
2017
Q4 | $2.28M | Buy |
41,698
+40,748
| +4,289% | +$2.23M | 0.28% | 72 |
|
|
2017
Q3 | $50K | Hold |
950
| – | – | 0.01% | 344 |
|
|
2017
Q2 | $48K | Hold |
950
| – | – | 0.01% | 366 |
|
|
2017
Q1 | $45K | Hold |
950
| – | – | 0.01% | 411 |
|
|
2016
Q4 | $42K | Buy |
950
+200
| +27% | +$8.84K | 0.01% | 419 |
|
|
2016
Q3 | $34K | Sell |
750
-2,200
| -75% | -$99.7K | ﹤0.01% | 437 |
|
|
2016
Q2 | $126K | Hold |
2,950
| – | – | 0.02% | 332 |
|
|
2016
Q1 | $127K | Sell |
2,950
-1,913
| -39% | -$82.4K | 0.03% | 290 |
|
|
2015
Q4 | $211K | Buy |
4,863
+4,113
| +548% | +$178K | 0.04% | 238 |
|
|
2015
Q3 | $32K | Hold |
750
| – | – | 0.01% | 534 |
|
|
2015
Q2 | $36K | Buy |
750
+540
| +257% | +$25.9K | 0.01% | 538 |
|
|
2015
Q1 | $10K | Buy |
+210
| New | +$10K | ﹤0.01% | 685 |
|