JBA
Johnson Bixby & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
23,639
-3,158
| -12% | -$155K | 0.16% | 44 |
|
|
2025
Q1 | $1.33M | Sell |
26,797
-3,186
| -11% | -$158K | 0.2% | 42 |
|
|
2024
Q4 | $1.5M | Buy |
29,983
+323
| +1% | +$16.2K | 0.23% | 38 |
|
|
2024
Q3 | $1.52M | Buy |
29,660
+37
| +0.1% | +$1.89K | 0.23% | 37 |
|
|
2024
Q2 | $1.48M | Buy |
29,623
+161
| +0.5% | +$8.07K | 0.25% | 36 |
|
|
2024
Q1 | $1.49M | Buy |
29,462
+5,262
| +22% | +$266K | 0.26% | 36 |
|
|
2023
Q4 | $1.24M | Sell |
24,200
-3,946
| -14% | -$201K | 0.23% | 38 |
|
|
2023
Q3 | $1.35M | Buy |
28,146
+1,590
| +6% | +$76.5K | 0.28% | 37 |
|
|
2023
Q2 | $1.33M | Buy |
26,556
+5,099
| +24% | +$256K | 0.28% | 39 |
|
|
2023
Q1 | $1.09M | Buy |
21,457
+905
| +4% | +$45.8K | 0.24% | 42 |
|
|
2022
Q4 | $1.02M | Buy |
20,552
+2,540
| +14% | +$126K | 0.24% | 43 |
|
|
2022
Q3 | $867K | Buy |
18,012
+9,894
| +122% | +$476K | 0.22% | 44 |
|
|
2022
Q2 | $405K | Buy |
8,118
+2,820
| +53% | +$141K | 0.1% | 63 |
|
|
2022
Q1 | $273K | Buy |
+5,298
| New | +$273K | 0.07% | 75 |
|