JFGIW
Johnson Financial Group Inc (Wisconsin)’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
3,424
+685
| +25% | +$390K | 0.09% | 116 |
|
|
2025
Q1 | $1.41M | Sell |
2,739
-868
| -24% | -$446K | 0.07% | 134 |
|
|
2024
Q4 | $2M | Buy |
3,607
+118
| +3% | +$65.3K | 0.09% | 109 |
|
|
2024
Q3 | $1.85M | Buy |
3,489
+199
| +6% | +$105K | 0.08% | 115 |
|
|
2024
Q2 | $1.65M | Buy |
3,290
+5
| +0.2% | +$2.51K | 0.08% | 111 |
|
|
2024
Q1 | $1.58M | Buy |
3,285
+351
| +12% | +$169K | 0.09% | 88 |
|
|
2023
Q4 | $1.28M | Sell |
2,934
-61
| -2% | -$26.6K | 0.07% | 96 |
|
|
2023
Q3 | $1.18M | Sell |
2,995
-3
| -0.1% | -$1.18K | 0.08% | 97 |
|
|
2023
Q2 | $1.23M | Sell |
2,998
-220
| -7% | -$89.9K | 0.08% | 105 |
|
|
2023
Q1 | $1.21M | Buy |
3,218
+1,685
| +110% | +$634K | 0.09% | 99 |
|
|
2022
Q4 | $539K | Buy |
1,533
+54
| +4% | +$19K | 0.04% | 156 |
|
|
2022
Q3 | $496K | Sell |
1,479
-157
| -10% | -$52.7K | 0.05% | 161 |
|
|
2022
Q2 | $570K | Buy |
1,636
+158
| +11% | +$55K | 0.04% | 171 |
|
|
2022
Q1 | $613K | Buy |
1,478
+72
| +5% | +$29.9K | 0.04% | 178 |
|
|
2021
Q4 | $614K | Sell |
1,406
-10
| -0.7% | -$4.37K | 0.04% | 171 |
|
|
2021
Q3 | $559K | Sell |
1,416
-27
| -2% | -$10.7K | 0.04% | 172 |
|
|
2021
Q2 | $568K | Sell |
1,443
-26
| -2% | -$10.2K | 0.04% | 171 |
|
|
2021
Q1 | $535K | Buy |
1,469
+319
| +28% | +$116K | 0.04% | 175 |
|
|
2020
Q4 | $395K | Hold |
1,150
| – | – | 0.03% | 173 |
|
|
2020
Q3 | $354K | Sell |
1,150
-33
| -3% | -$10.2K | 0.04% | 163 |
|
|
2020
Q2 | $335K | Buy |
1,183
+33
| +3% | +$9.35K | 0.04% | 149 |
|
|
2020
Q1 | $272K | Sell |
1,150
-467
| -29% | -$110K | 0.03% | 168 |
|
|
2019
Q4 | $478K | Hold |
1,617
| – | – | 0.04% | 140 |
|
|
2019
Q3 | $441K | Buy |
1,617
+1,467
| +978% | +$400K | 0.04% | 177 |
|
|
2019
Q2 | $40K | Hold |
150
| – | – | ﹤0.01% | 341 |
|
|
2019
Q1 | $39K | Hold |
150
| – | – | ﹤0.01% | 335 |
|
|
2018
Q4 | $34K | Hold |
150
| – | – | ﹤0.01% | 339 |
|
|
2018
Q3 | $40K | Hold |
150
| – | – | ﹤0.01% | 339 |
|
|
2018
Q2 | $37K | Hold |
150
| – | – | ﹤0.01% | 356 |
|
|
2018
Q1 | $36K | Hold |
150
| – | – | ﹤0.01% | 363 |
|
|
2017
Q4 | $37K | Hold |
150
| – | – | ﹤0.01% | 386 |
|
|
2017
Q3 | $35K | Buy |
+150
| New | +$35K | ﹤0.01% | 366 |
|