IWA
IBEX Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
+2,911
| New | +$596K | 0.06% | 141 |
|
|
2025
Q1 | – | Sell |
-2,820
| Closed | -$552K | – | 211 |
|
|
2024
Q4 | $552K | Buy |
+2,820
| New | +$552K | 0.07% | 143 |
|
|
2023
Q1 | – | Sell |
-5,126
| Closed | -$778K | – | 175 |
|
|
2022
Q4 | $778K | Buy |
5,126
+13
| +0.3% | +$1.97K | 0.18% | 98 |
|
|
2022
Q3 | $691K | Sell |
5,113
-18
| -0.4% | -$2.43K | 0.18% | 93 |
|
|
2022
Q2 | $736K | Sell |
5,131
-6,918
| -57% | -$992K | 0.17% | 103 |
|
|
2022
Q1 | $1.95M | Sell |
12,049
-766
| -6% | -$124K | 0.37% | 85 |
|
|
2021
Q4 | $2.2M | Sell |
12,815
-176
| -1% | -$30.2K | 0.39% | 87 |
|
|
2021
Q3 | $2M | Buy |
12,991
+20
| +0.2% | +$3.07K | 0.38% | 86 |
|
|
2021
Q2 | $2.01M | Buy |
+12,971
| New | +$2.01M | 0.4% | 85 |
|
|
2019
Q3 | – | Sell |
-9,220
| Closed | -$1.06M | – | 349 |
|
|
2019
Q2 | $1.06M | Sell |
9,220
-2,783
| -23% | -$320K | 0.31% | 101 |
|
|
2019
Q1 | $1.32M | Sell |
12,003
-2,660
| -18% | -$292K | 0.46% | 84 |
|
|
2018
Q4 | $1.44M | Buy |
14,663
+549
| +4% | +$53.8K | 0.66% | 47 |
|
|
2018
Q3 | $1.57M | Sell |
14,114
-340
| -2% | -$37.7K | 0.56% | 66 |
|
|
2018
Q2 | $1.43M | Hold |
14,454
| – | – | 0.57% | 68 |
|
|
2018
Q1 | $1.43M | Buy |
+14,454
| New | +$1.43M | 0.58% | 68 |
|
|
2017
Q4 | – | Sell |
-13,650
| Closed | -$1.3M | – | 139 |
|
|
2017
Q3 | $1.3M | Buy |
13,650
+226
| +2% | +$21.5K | 0.48% | 71 |
|
|
2017
Q2 | $1.24M | Buy |
+13,424
| New | +$1.24M | 0.49% | 70 |
|
|
2017
Q1 | – | Sell |
-11,390
| Closed | -$982K | – | 379 |
|
|
2016
Q4 | $982K | Buy |
11,390
+1,802
| +19% | +$155K | 0.47% | 68 |
|
|
2016
Q3 | $805K | Buy |
+9,588
| New | +$805K | 0.44% | 73 |
|