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IBEX Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

IBEX Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,616
Closed -$96K – 419
2021
Q3 		$96K Buy
+1,616
New +$97.7K 0.02% 227

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2021, closing a stake of 1,616 shares — an estimated $96K sold.

IBEX Wealth Advisors first reported a position in VO in Q3 2021 and held it in 1 quarter. The position peaked at $96K in Q3 2021. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,616 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $96K.
  • IBEX Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $96K in Q3 2021.
  • 1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

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