JFGIW
Johnson Financial Group Inc (Wisconsin)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
12,799
+12,429
| +3,359% | +$1.67M | 0.08% | 124 |
|
|
2025
Q1 | $42.8K | Sell |
370
-60
| -14% | -$6.94K | ﹤0.01% | 639 |
|
|
2024
Q4 | $49.5K | Hold |
430
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $54.2K | Hold |
430
| – | – | ﹤0.01% | 512 |
|
|
2024
Q2 | $50.5K | Hold |
430
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $50.2K | Hold |
430
| – | – | ﹤0.01% | 429 |
|
|
2023
Q4 | $49.5K | Sell |
430
-35
| -8% | -$4.03K | ﹤0.01% | 453 |
|
|
2023
Q3 | $49.4K | Buy |
465
+35
| +8% | +$3.72K | ﹤0.01% | 403 |
|
|
2023
Q2 | $47.5K | Sell |
430
-100
| -19% | -$11K | ﹤0.01% | 412 |
|
|
2023
Q1 | $57.9K | Buy |
+530
| New | +$57.9K | ﹤0.01% | 397 |
|
|
2022
Q3 | – | Sell |
-1,051
| Closed | -$108K | – | 785 |
|
|
2022
Q2 | $108K | Hold |
1,051
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $130K | Hold |
1,051
| – | – | 0.01% | 318 |
|
|
2021
Q4 | $141K | Hold |
1,051
| – | – | 0.01% | 315 |
|
|
2021
Q3 | $141K | Hold |
1,051
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $143K | Hold |
1,051
| – | – | 0.01% | 297 |
|
|
2021
Q1 | $135K | Hold |
1,051
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $128K | Sell |
1,051
-200
| -16% | -$24.4K | 0.01% | 239 |
|
|
2020
Q3 | $132K | Hold |
1,251
| – | – | 0.01% | 210 |
|
|
2020
Q2 | $121K | Sell |
1,251
-12,888
| -91% | -$1.25M | 0.01% | 203 |
|
|
2020
Q1 | $1.11M | Sell |
14,139
-6,899
| -33% | -$540K | 0.13% | 79 |
|
|
2019
Q4 | $2.34M | Sell |
21,038
-423
| -2% | -$47K | 0.21% | 57 |
|
|
2019
Q3 | $2.19M | Sell |
21,461
-1,283
| -6% | -$131K | 0.2% | 80 |
|
|
2019
Q2 | $2.39M | Sell |
22,744
-1,069
| -4% | -$113K | 0.21% | 69 |
|
|
2019
Q1 | $2.48M | Sell |
23,813
-40,445
| -63% | -$4.21M | 0.22% | 67 |
|
|
2018
Q4 | $6.08M | Buy |
64,258
+63,606
| +9,756% | +$6.02M | 0.63% | 31 |
|
|
2018
Q3 | $73K | Hold |
652
| – | – | 0.01% | 290 |
|
|
2018
Q2 | $75K | Sell |
652
-164
| -20% | -$18.9K | 0.01% | 291 |
|
|
2018
Q1 | $97K | Sell |
816
-154
| -16% | -$18.3K | 0.01% | 276 |
|
|
2017
Q4 | $115K | Hold |
970
| – | – | 0.01% | 275 |
|
|
2017
Q3 | $111K | Sell |
970
-89
| -8% | -$10.2K | 0.01% | 273 |
|
|
2017
Q2 | $115K | Sell |
1,059
-203
| -16% | -$22K | 0.02% | 272 |
|
|
2017
Q1 | $129K | Hold |
1,262
| – | – | 0.02% | 300 |
|
|
2016
Q4 | $119K | Hold |
1,262
| – | – | 0.02% | 322 |
|
|
2016
Q3 | $125K | Hold |
1,262
| – | – | 0.02% | 312 |
|
|
2016
Q2 | $118K | Buy |
1,262
+777
| +160% | +$72.7K | 0.02% | 339 |
|
|
2016
Q1 | $45K | Hold |
485
| – | – | 0.01% | 397 |
|
|
2015
Q4 | $45K | Hold |
485
| – | – | 0.01% | 394 |
|
|
2015
Q3 | $44K | Buy |
485
+305
| +169% | +$27.7K | 0.01% | 492 |
|
|
2015
Q2 | $18K | Hold |
180
| – | – | ﹤0.01% | 611 |
|
|
2015
Q1 | $18K | Buy |
+180
| New | +$18K | ﹤0.01% | 623 |
|