JBA
Johnson Bixby & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
14,002
-622
| -4% | -$127K | 0.39% | 31 |
|
|
2025
Q1 | $2.84M | Sell |
14,624
-2,067
| -12% | -$401K | 0.42% | 28 |
|
|
2024
Q4 | $3.27M | Sell |
16,691
-110
| -0.7% | -$21.5K | 0.5% | 28 |
|
|
2024
Q3 | $3.33M | Sell |
16,801
-1,320
| -7% | -$261K | 0.51% | 28 |
|
|
2024
Q2 | $3.31M | Sell |
18,121
-466
| -3% | -$85.1K | 0.55% | 25 |
|
|
2024
Q1 | $3.39M | Sell |
18,587
-365
| -2% | -$66.7K | 0.59% | 24 |
|
|
2023
Q4 | $3.23M | Sell |
18,952
-1,582
| -8% | -$270K | 0.61% | 24 |
|
|
2023
Q3 | $3.19M | Sell |
20,534
-730
| -3% | -$113K | 0.67% | 23 |
|
|
2023
Q2 | $3.45M | Sell |
21,264
-605
| -3% | -$98.3K | 0.72% | 23 |
|
|
2023
Q1 | $3.37M | Sell |
21,869
-271
| -1% | -$41.7K | 0.74% | 23 |
|
|
2022
Q4 | $3.36M | Sell |
22,140
-1,229
| -5% | -$187K | 0.78% | 22 |
|
|
2022
Q3 | $3.16M | Sell |
23,369
-1,163
| -5% | -$157K | 0.79% | 23 |
|
|
2022
Q2 | $3.52M | Sell |
24,532
-726
| -3% | -$104K | 0.86% | 25 |
|
|
2022
Q1 | $4.1M | Buy |
25,258
+62
| +0.2% | +$10.1K | 1.06% | 20 |
|
|
2021
Q4 | $4.33M | Sell |
25,196
-784
| -3% | -$135K | 1.15% | 20 |
|
|
2021
Q3 | $3.99M | Sell |
25,980
-226
| -0.9% | -$34.7K | 1.16% | 21 |
|
|
2021
Q2 | $4.21M | Sell |
26,206
-2,247
| -8% | -$361K | 1.22% | 21 |
|
|
2021
Q1 | $4.19M | Sell |
28,453
-49,104
| -63% | -$7.22M | 1.32% | 17 |
|
|
2020
Q4 | $10.9M | Buy |
+77,557
| New | +$10.9M | 3.62% | 8 |
|