Johnson Bixby & Associates’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.1M | Sell |
34,186
-1,635
| -5% | -$387K | 1.11% | 17 |
|
2025
Q1 | $7.94M | Buy |
35,821
+936
| +3% | +$208K | 1.19% | 17 |
|
2024
Q4 | $8.38M | Buy |
34,885
+2,877
| +9% | +$691K | 1.28% | 19 |
|
2024
Q3 | $7.59M | Sell |
32,008
-141
| -0.4% | -$33.4K | 1.16% | 19 |
|
2024
Q2 | $7.01M | Buy |
32,149
+608
| +2% | +$133K | 1.17% | 20 |
|
2024
Q1 | $7.21M | Sell |
31,541
-361
| -1% | -$82.5K | 1.25% | 19 |
|
2023
Q4 | $6.81M | Buy |
31,902
+281
| +0.9% | +$59.9K | 1.28% | 19 |
|
2023
Q3 | $5.98M | Buy |
31,621
+489
| +2% | +$92.5K | 1.25% | 20 |
|
2023
Q2 | $6.19M | Buy |
31,132
+1,910
| +7% | +$380K | 1.28% | 19 |
|
2023
Q1 | $5.54M | Buy |
29,222
+1,341
| +5% | +$254K | 1.22% | 19 |
|
2022
Q4 | $5.12M | Sell |
27,881
-432
| -2% | -$79.3K | 1.19% | 19 |
|
2022
Q3 | $4.84M | Sell |
28,313
-4,015
| -12% | -$686K | 1.21% | 19 |
|
2022
Q2 | $5.69M | Buy |
32,328
+470
| +1% | +$82.8K | 1.39% | 18 |
|
2022
Q1 | $6.77M | Sell |
31,858
-25,518
| -44% | -$5.42M | 1.74% | 16 |
|
2021
Q4 | $13M | Buy |
57,376
+5,554
| +11% | +$1.26M | 3.44% | 10 |
|
2021
Q3 | $11.3M | Buy |
51,822
+1,558
| +3% | +$341K | 3.28% | 10 |
|
2021
Q2 | $10.9M | Buy |
50,264
+6,612
| +15% | +$1.44M | 3.16% | 11 |
|
2021
Q1 | $9.35M | Buy |
43,652
+3,912
| +10% | +$837K | 2.95% | 10 |
|
2020
Q4 | $7.74M | Buy |
+39,740
| New | +$7.74M | 2.56% | 11 |
|