JBA
Johnson Bixby & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
+4,410
| New | +$264K | 0.04% | 103 |
|
|
2025
Q1 | – | Sell |
-9,906
| Closed | -$575K | – | 122 |
|
|
2024
Q4 | $575K | Sell |
9,906
-26
| -0.3% | -$1.51K | 0.09% | 61 |
|
|
2024
Q3 | $600K | Sell |
9,932
-253
| -2% | -$15.3K | 0.09% | 59 |
|
|
2024
Q2 | $593K | Buy |
10,185
+953
| +10% | +$55.5K | 0.1% | 58 |
|
|
2024
Q1 | $541K | Buy |
9,232
+61
| +0.7% | +$3.57K | 0.09% | 61 |
|
|
2023
Q4 | $544K | Buy |
9,171
+769
| +9% | +$45.6K | 0.1% | 59 |
|
|
2023
Q3 | $480K | Buy |
8,402
+538
| +7% | +$30.7K | 0.1% | 59 |
|
|
2023
Q2 | $461K | Sell |
7,864
-953
| -11% | -$55.9K | 0.1% | 60 |
|
|
2023
Q1 | $529K | Buy |
8,817
+1,546
| +21% | +$92.7K | 0.12% | 57 |
|
|
2022
Q4 | $425K | Buy |
+7,271
| New | +$425K | 0.1% | 61 |
|
|
2022
Q3 | – | Sell |
-7,511
| Closed | -$459K | – | 101 |
|
|
2022
Q2 | $459K | Buy |
7,511
+4,065
| +118% | +$248K | 0.11% | 59 |
|
|
2022
Q1 | $217K | Sell |
3,446
-7,660
| -69% | -$482K | 0.06% | 87 |
|
|
2021
Q4 | $738K | Buy |
11,106
+2,622
| +31% | +$174K | 0.2% | 41 |
|
|
2021
Q3 | $573K | Buy |
8,484
+1,427
| +20% | +$96.4K | 0.17% | 41 |
|
|
2021
Q2 | $482K | Buy |
+7,057
| New | +$482K | 0.14% | 46 |
|