JBA
Johnson Bixby & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.8M | Sell |
27,877
-1,377
| -5% | -$385K | 1.07% | 18 |
|
2025
Q1 | $7.57M | Sell |
29,254
-30,262
| -51% | -$7.83M | 1.13% | 18 |
|
2024
Q4 | $15.7M | Buy |
59,516
+3,067
| +5% | +$810K | 2.4% | 13 |
|
2024
Q3 | $14.9M | Sell |
56,449
-1,739
| -3% | -$459K | 2.27% | 13 |
|
2024
Q2 | $14.1M | Buy |
58,188
+3,188
| +6% | +$772K | 2.36% | 14 |
|
2024
Q1 | $13.7M | Buy |
55,000
+52,756
| +2,351% | +$13.2M | 2.39% | 14 |
|
2023
Q4 | $522K | Buy |
+2,244
| New | +$522K | 0.1% | 61 |
|