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IBEX Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

IBEX Wealth Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,351
Closed -$540K – 186
2022
Q3 		$540K Sell
4,351
-1,804
-29% -$247K 0.14% 101
2022
Q2 		$818K Sell
6,155
-21
-0.3% -$3K 0.19% 96
2022
Q1 		$931K Buy
6,176
+454
+8% +$67.5K 0.18% 104
2021
Q4 		$866K Buy
5,722
+575
+11% +$84.6K 0.15% 111
2021
Q3 		$724K Buy
+5,147
New +$742K 0.14% 112

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return