JFGIW
Johnson Financial Group Inc (Wisconsin)’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
126,729
-11,165
| -8% | -$994K | 0.51% | 29 |
|
|
2025
Q1 | $12.5M | Sell |
137,894
-3,375
| -2% | -$306K | 0.61% | 25 |
|
|
2024
Q4 | $12.8M | Sell |
141,269
-3,179
| -2% | -$288K | 0.6% | 26 |
|
|
2024
Q3 | $14.2M | Sell |
144,448
-7,258
| -5% | -$713K | 0.65% | 24 |
|
|
2024
Q2 | $12.9M | Sell |
151,706
-23,726
| -14% | -$2.01M | 0.62% | 25 |
|
|
2024
Q1 | $15.2M | Sell |
175,432
-7,377
| -4% | -$638K | 0.82% | 22 |
|
|
2023
Q4 | $16.2M | Buy |
182,809
+151,381
| +482% | +$13.4M | 0.88% | 24 |
|
|
2023
Q3 | $2.4M | Sell |
31,428
-1,296
| -4% | -$98.9K | 0.17% | 62 |
|
|
2023
Q2 | $2.76M | Buy |
32,724
+9,923
| +44% | +$837K | 0.19% | 63 |
|
|
2023
Q1 | $1.89M | Sell |
22,801
-2,888
| -11% | -$240K | 0.13% | 74 |
|
|
2022
Q4 | $2.12M | Buy |
25,689
+15,090
| +142% | +$1.24M | 0.17% | 60 |
|
|
2022
Q3 | $870K | Buy |
10,599
+3,275
| +45% | +$269K | 0.08% | 112 |
|
|
2022
Q2 | $667K | Sell |
7,324
-787
| -10% | -$71.7K | 0.05% | 158 |
|
|
2022
Q1 | $879K | Buy |
8,111
+488
| +6% | +$52.9K | 0.06% | 147 |
|
|
2021
Q4 | $884K | Buy |
7,623
+249
| +3% | +$28.9K | 0.06% | 142 |
|
|
2021
Q3 | $750K | Buy |
7,374
+241
| +3% | +$24.5K | 0.05% | 149 |
|
|
2021
Q2 | $726K | Sell |
7,133
-76
| -1% | -$7.74K | 0.05% | 154 |
|
|
2021
Q1 | $662K | Buy |
7,209
+3,350
| +87% | +$308K | 0.04% | 160 |
|
|
2020
Q4 | $328K | Hold |
3,859
| – | – | 0.03% | 180 |
|
|
2020
Q3 | $305K | Hold |
3,859
| – | – | 0.03% | 169 |
|
|
2020
Q2 | $303K | Buy |
3,859
+955
| +33% | +$75K | 0.03% | 156 |
|
|
2020
Q1 | $203K | Buy |
2,904
+457
| +19% | +$31.9K | 0.02% | 191 |
|
|
2019
Q4 | $227K | Buy |
2,447
+170
| +7% | +$15.8K | 0.02% | 194 |
|
|
2019
Q3 | $212K | Buy |
2,277
+1,500
| +193% | +$140K | 0.02% | 217 |
|
|
2019
Q2 | $68K | Sell |
777
-1,430
| -65% | -$125K | 0.01% | 309 |
|
|
2019
Q1 | $192K | Hold |
2,207
| – | – | 0.02% | 217 |
|
|
2018
Q4 | $165K | Sell |
2,207
-6,090
| -73% | -$455K | 0.02% | 225 |
|
|
2018
Q3 | $669K | Hold |
8,297
| – | – | 0.07% | 153 |
|
|
2018
Q2 | $676K | Buy |
8,297
+2,644
| +47% | +$215K | 0.07% | 146 |
|
|
2018
Q1 | $427K | Buy |
5,653
+978
| +21% | +$73.9K | 0.05% | 174 |
|
|
2017
Q4 | $388K | Buy |
+4,675
| New | +$388K | 0.05% | 195 |
|