IBEX Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Buy |
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|
2025
Q4 | – | Sell |
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|
2025
Q3 | $1.88M | Buy |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $2.17M | Sell |
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|
2024
Q4 | $2.55M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $193K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $36K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $26K | Buy |
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