IWA
IBEX Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
+2,573
| New | +$1.46M | 0.16% | 91 |
|
|
2025
Q1 | – | Sell |
-495
| Closed | -$267K | – | 212 |
|
|
2024
Q4 | $267K | Buy |
+495
| New | +$267K | 0.03% | 188 |
|
|
2021
Q4 | – | Sell |
-196
| Closed | -$77K | – | 427 |
|
|
2021
Q3 | $77K | Buy |
+196
| New | +$77K | 0.01% | 241 |
|