IWA
IBEX Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
+1,139
| New | +$324K | 0.03% | 167 |
|
|
2025
Q1 | – | Sell |
-1,137
| Closed | -$288K | – | 213 |
|
|
2024
Q4 | $288K | Buy |
+1,137
| New | +$288K | 0.03% | 181 |
|
|
2023
Q1 | – | Sell |
-1,120
| Closed | -$201K | – | 179 |
|
|
2022
Q4 | $201K | Buy |
+1,120
| New | +$201K | 0.05% | 165 |
|
|
2022
Q2 | – | Sell |
-1,113
| Closed | -$248K | – | 185 |
|
|
2022
Q1 | $248K | Buy |
1,113
+1
| +0.1% | +$223 | 0.05% | 146 |
|
|
2021
Q4 | $283K | Buy |
1,112
+2
| +0.2% | +$509 | 0.05% | 152 |
|
|
2021
Q3 | $262K | Buy |
1,110
+1
| +0.1% | +$236 | 0.05% | 152 |
|
|
2021
Q2 | $262K | Buy |
+1,109
| New | +$262K | 0.05% | 151 |
|
|
2017
Q1 | – | Sell |
-221
| Closed | -$24K | – | 384 |
|
|
2016
Q4 | $24K | Buy |
+221
| New | +$24K | 0.01% | 212 |
|