IWA
IBEX Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,996
| Closed | -$568K | – | 187 |
|
|
2022
Q3 | $568K | Buy |
+3,996
| New | +$568K | 0.15% | 100 |
|
|
2021
Q4 | – | Sell |
-135
| Closed | -$19K | – | 428 |
|
|
2021
Q3 | $19K | Buy |
+135
| New | +$19K | ﹤0.01% | 321 |
|
|
2019
Q3 | – | Sell |
-135
| Closed | -$17K | – | 351 |
|
|
2019
Q2 | $17K | Buy |
+135
| New | +$17K | ﹤0.01% | 283 |
|
|
2017
Q1 | – | Sell |
-281
| Closed | -$30K | – | 385 |
|
|
2016
Q4 | $30K | Buy |
+281
| New | +$30K | 0.01% | 198 |
|