JBA
Johnson Bixby & Associates’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,737
| Closed | -$344K | – | 120 |
|
|
2023
Q4 | $344K | Hold |
4,737
| – | – | 0.06% | 78 |
|
|
2023
Q3 | $316K | Sell |
4,737
-3,084
| -39% | -$206K | 0.07% | 73 |
|
|
2023
Q2 | $541K | Sell |
7,821
-13,448
| -63% | -$931K | 0.11% | 57 |
|
|
2023
Q1 | $1.42M | Sell |
21,269
-3,436
| -14% | -$230K | 0.31% | 38 |
|
|
2022
Q4 | $1.64M | Buy |
24,705
+2,325
| +10% | +$155K | 0.38% | 33 |
|
|
2022
Q3 | $1.34M | Buy |
22,380
+12,221
| +120% | +$730K | 0.34% | 36 |
|
|
2022
Q2 | $646K | Buy |
10,159
+7,126
| +235% | +$453K | 0.16% | 47 |
|
|
2022
Q1 | $221K | Buy |
+3,033
| New | +$221K | 0.06% | 86 |
|