IWA
IBEX Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Buy |
+2,868
| New | +$872K | 0.09% | 119 |
|
|
2025
Q1 | – | Sell |
-2,892
| Closed | -$838K | – | 214 |
|
|
2024
Q4 | $838K | Buy |
+2,892
| New | +$838K | 0.1% | 122 |
|
|
2023
Q1 | – | Sell |
-2,645
| Closed | -$506K | – | 180 |
|
|
2022
Q4 | $506K | Buy |
+2,645
| New | +$506K | 0.11% | 125 |
|
|
2022
Q3 | – | Sell |
-8,383
| Closed | -$1.58M | – | 167 |
|
|
2022
Q2 | $1.58M | Sell |
8,383
-2,712
| -24% | -$511K | 0.36% | 87 |
|
|
2022
Q1 | $2.53M | Buy |
11,095
+1,353
| +14% | +$308K | 0.48% | 75 |
|
|
2021
Q4 | $2.35M | Buy |
9,742
+923
| +10% | +$223K | 0.42% | 82 |
|
|
2021
Q3 | $1.96M | Buy |
8,819
+1,462
| +20% | +$325K | 0.38% | 88 |
|
|
2021
Q2 | $1.64M | Buy |
+7,357
| New | +$1.64M | 0.33% | 94 |
|
|
2020
Q1 | – | Sell |
-10,652
| Closed | -$1.74M | – | 116 |
|
|
2019
Q4 | $1.74M | Sell |
10,652
-538
| -5% | -$88K | 0.53% | 71 |
|
|
2019
Q3 | $1.69M | Sell |
11,190
-206
| -2% | -$31.1K | 0.56% | 73 |
|
|
2019
Q2 | $1.71M | Buy |
+11,396
| New | +$1.71M | 0.49% | 83 |
|
|
2018
Q4 | – | Sell |
-14,745
| Closed | -$2.21M | – | 102 |
|
|
2018
Q3 | $2.21M | Sell |
14,745
-1,094
| -7% | -$164K | 0.79% | 55 |
|
|
2018
Q2 | $2.1M | Hold |
15,839
| – | – | 0.84% | 56 |
|
|
2018
Q1 | $2.1M | Buy |
+15,839
| New | +$2.1M | 0.85% | 55 |
|
|
2017
Q4 | – | Sell |
-14,856
| Closed | -$1.95M | – | 142 |
|
|
2017
Q3 | $1.95M | Buy |
14,856
+516
| +4% | +$67.6K | 0.72% | 57 |
|
|
2017
Q2 | $1.79M | Buy |
+14,340
| New | +$1.79M | 0.7% | 60 |
|
|
2017
Q1 | – | Sell |
-12,872
| Closed | -$1.51M | – | 388 |
|
|
2016
Q4 | $1.51M | Buy |
12,872
+1,158
| +10% | +$135K | 0.72% | 53 |
|
|
2016
Q3 | $1.31M | Buy |
+11,714
| New | +$1.31M | 0.72% | 50 |
|