IWA
IBEX Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
+528
| New | +$350K | 0.04% | 163 |
|
|
2025
Q1 | – | Sell |
-516
| Closed | -$321K | – | 209 |
|
|
2024
Q4 | $321K | Buy |
+516
| New | +$321K | 0.04% | 168 |
|
|
2022
Q2 | – | Sell |
-4,254
| Closed | -$1.77M | – | 184 |
|
|
2022
Q1 | $1.77M | Sell |
4,254
-349
| -8% | -$145K | 0.34% | 90 |
|
|
2021
Q4 | $2.11M | Buy |
4,603
+463
| +11% | +$212K | 0.37% | 89 |
|
|
2021
Q3 | $1.66M | Buy |
4,140
+174
| +4% | +$69.8K | 0.32% | 95 |
|
|
2021
Q2 | $1.58M | Buy |
+3,966
| New | +$1.58M | 0.32% | 95 |
|
|
2019
Q3 | – | Sell |
-375
| Closed | -$79K | – | 348 |
|
|
2019
Q2 | $79K | Buy |
+375
| New | +$79K | 0.02% | 180 |
|
|
2017
Q1 | – | Sell |
-1,112
| Closed | -$140K | – | 378 |
|
|
2016
Q4 | $140K | Buy |
+1,112
| New | +$140K | 0.07% | 124 |
|