JBA
Johnson Bixby & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.1M | Buy |
403,756
+15,800
| +4% | +$1.26M | 4.41% | 5 |
|
2025
Q1 | $30.6M | Buy |
387,956
+118,676
| +44% | +$9.37M | 4.58% | 5 |
|
2024
Q4 | $21M | Buy |
269,280
+22,307
| +9% | +$1.74M | 3.21% | 9 |
|
2024
Q3 | $19.6M | Sell |
246,973
-2,039
| -0.8% | -$162K | 2.99% | 9 |
|
2024
Q2 | $19.2M | Buy |
249,012
+10,160
| +4% | +$785K | 3.22% | 8 |
|
2024
Q1 | $18.5M | Sell |
238,852
-82,181
| -26% | -$6.35M | 3.21% | 10 |
|
2023
Q4 | $24.8M | Buy |
321,033
+9,579
| +3% | +$741K | 4.69% | 5 |
|
2023
Q3 | $23.4M | Sell |
311,454
-60,028
| -16% | -$4.51M | 4.88% | 5 |
|
2023
Q2 | $28.1M | Buy |
371,482
+33,401
| +10% | +$2.53M | 5.83% | 5 |
|
2023
Q1 | $25.8M | Buy |
338,081
+161,016
| +91% | +$12.3M | 5.69% | 5 |
|
2022
Q4 | $13.3M | Buy |
177,065
+17,844
| +11% | +$1.34M | 3.1% | 12 |
|
2022
Q3 | $11.8M | Buy |
159,221
+34,858
| +28% | +$2.59M | 2.97% | 12 |
|
2022
Q2 | $9.48M | Buy |
+124,363
| New | +$9.48M | 2.31% | 14 |
|
2021
Q1 | – | Sell |
-2,792
| Closed | -$232K | – | 81 |
|
2020
Q4 | $232K | Buy |
+2,792
| New | +$232K | 0.08% | 68 |
|