IBEX Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20,568	Closed	-$715K	–	185
2022 Q3	$715K	Sell	20,568 -12,072	-37%	-$472K	0.19%	90
2022 Q2	$1.18M	Sell	32,640 -648	-2%	-$25.8K	0.27%	91
2022 Q1	$1.53M	Buy	33,288 +432	+1%	+$19.5K	0.29%	91
2021 Q4	$1.65M	Buy	32,856 +8,202	+33%	+$397K	0.29%	96
2021 Q3	$1.1M	Buy	+24,654	New	+$1.13M	0.21%	107

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IBEX Wealth Advisors's VOOG Position: Q4 2022 in Review

IBEX Wealth Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2022, closing a stake of 20,568 shares — an estimated $715K sold.

IBEX Wealth Advisors first reported a position in VOOG in Q3 2021 and held it in 5 quarters. The position peaked at $1.65M in Q4 2021. 350 funds tracked by Wall St. Rank hold VOOG as of Q4 2022.

IBEX Wealth Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 20,568 Vanguard S&P 500 Growth ETF shares in Q4 2022, an estimated $715K.
IBEX Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and held it in 5 quarters.
IBEX Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $1.65M in Q4 2021.
350 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2022.

Based on IBEX Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.