IWA
IBEX Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,428
| Closed | -$715K | – | 185 |
|
|
2022
Q3 | $715K | Sell |
3,428
-2,012
| -37% | -$420K | 0.19% | 90 |
|
|
2022
Q2 | $1.18M | Sell |
5,440
-108
| -2% | -$23.5K | 0.27% | 91 |
|
|
2022
Q1 | $1.53M | Buy |
5,548
+72
| +1% | +$19.8K | 0.29% | 91 |
|
|
2021
Q4 | $1.65M | Buy |
5,476
+1,367
| +33% | +$412K | 0.29% | 96 |
|
|
2021
Q3 | $1.1M | Buy |
+4,109
| New | +$1.1M | 0.21% | 107 |
|