Number of Shares
27,877.00
Current Holdings Value*
$7.80 Mil
% of Portfolio
1.07%
Total Estimate Gain
$2.39 Mil
% of Total Estimate Gain
16.40%

Johnson Bixby & Associates, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, Johnson Bixby & Associates, LLC held 27,877.00 shares of Vanguard Mid-Cap ETF(VO), totaling $7.80 Mil. This investment constitutes 1.07% of their stock portfolio, and Johnson Bixby & Associates, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2023Q4. And since then Johnson Bixby & Associates, LLC has made 4 purchases of VO, at an average price of $237.67, for a total of 61,255.00 shares. In addition, there have been 3 sales at an average price of $267.28 for 33,378.00 shares. Based on historical transaction data and VO's current price of $287.85, Johnson Bixby & Associates, LLC's estimated gain on his VO holdings is $2.39 Mil, reflecting a 16.40% gain to date.

Johnson Bixby & Associates, LLC VO ($287.85) Holding Chart

Johnson Bixby & Associates, LLC VO ($287.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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