JBA
Johnson Bixby & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.88M | Sell |
9,486
-76
| -0.8% | -$23.1K | 0.4% | 30 |
|
2025
Q1 | $2.63M | Sell |
9,562
-255
| -3% | -$70.1K | 0.39% | 31 |
|
2024
Q4 | $2.84M | Buy |
9,817
+157
| +2% | +$45.5K | 0.43% | 30 |
|
2024
Q3 | $2.74M | Sell |
9,660
-126
| -1% | -$35.7K | 0.42% | 30 |
|
2024
Q2 | $2.62M | Buy |
9,786
+42
| +0.4% | +$11.2K | 0.44% | 27 |
|
2024
Q1 | $2.53M | Buy |
9,744
+351
| +4% | +$91.2K | 0.44% | 26 |
|
2023
Q4 | $2.23M | Buy |
9,393
+489
| +5% | +$116K | 0.42% | 31 |
|
2023
Q3 | $1.89M | Buy |
8,904
+425
| +5% | +$90.3K | 0.39% | 33 |
|
2023
Q2 | $1.87M | Buy |
8,479
+603
| +8% | +$133K | 0.39% | 31 |
|
2023
Q1 | $1.61M | Sell |
7,876
-775
| -9% | -$158K | 0.35% | 35 |
|
2022
Q4 | $1.65M | Buy |
8,651
+1,260
| +17% | +$241K | 0.38% | 32 |
|
2022
Q3 | $1.33M | Buy |
7,391
+1,845
| +33% | +$331K | 0.33% | 37 |
|
2022
Q2 | $1.05M | Buy |
5,546
+3,992
| +257% | +$753K | 0.26% | 39 |
|
2022
Q1 | $354K | Buy |
+1,554
| New | +$354K | 0.09% | 61 |
|