IWA
IBEX Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
2,824
-3,034
| -52% | -$1.33M | 0.13% | 95 |
|
|
2025
Q1 | $2.17M | Sell |
5,858
-365
| -6% | -$135K | 0.29% | 73 |
|
|
2024
Q4 | $2.55M | Buy |
+6,223
| New | +$2.55M | 0.3% | 77 |
|
|
2021
Q4 | – | Sell |
-664
| Closed | -$193K | – | 431 |
|
|
2021
Q3 | $193K | Buy |
+664
| New | +$193K | 0.04% | 179 |
|
|
2019
Q3 | – | Sell |
-225
| Closed | -$36K | – | 354 |
|
|
2019
Q2 | $36K | Buy |
+225
| New | +$36K | 0.01% | 243 |
|
|
2017
Q1 | – | Sell |
-225
| Closed | -$26K | – | 391 |
|
|
2016
Q4 | $26K | Buy |
+225
| New | +$26K | 0.01% | 207 |
|