IWA
IBEX Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
+3,444
| New | +$378K | 0.04% | 159 |
|
|
2025
Q1 | – | Sell |
-3,293
| Closed | -$345K | – | 148 |
|
|
2024
Q4 | $345K | Buy |
+3,293
| New | +$345K | 0.04% | 163 |
|
|
2023
Q1 | – | Sell |
-3,247
| Closed | -$214K | – | 113 |
|
|
2022
Q4 | $214K | Buy |
+3,247
| New | +$214K | 0.05% | 160 |
|
|
2021
Q4 | – | Sell |
-136
| Closed | -$11K | – | 261 |
|
|
2021
Q3 | $11K | Buy |
+136
| New | +$11K | ﹤0.01% | 353 |
|