IBEX Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

IBEX Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-264	Closed	-$58K	–	412
2021 Q3	$58K	Buy	+264	New	+$58.7K	0.01%	262
2019 Q3	–	Sell	-32	Closed	-$5K	–	377
2019 Q2	$5K	Buy	+32	New	+$4.95K	﹤0.01%	355
2017 Q1	–	Sell	-30	Closed	-$4K	–	370
2016 Q4	$4K	Buy	+30	New	+$3.72K	﹤0.01%	404

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

IBEX Wealth Advisors's VB Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2021, closing a stake of 264 shares — an estimated $58K sold.

IBEX Wealth Advisors first reported a position in VB in Q4 2016 and held it in 3 quarters. The position peaked at $58K in Q3 2021. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

IBEX Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 264 Vanguard Small-Cap ETF shares in Q4 2021, an estimated $58K.
IBEX Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2016 and held it in 3 quarters.
IBEX Wealth Advisors's Vanguard Small-Cap ETF position peaked at $58K in Q3 2021.
1,612 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.