IBEX Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

IBEX Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.24M	Sell
2025 Q1	$2.17M	Sell
2024 Q4	$2.55M	Buy
2021 Q4	–	Sell
2021 Q3	$193K	Buy
2019 Q3	–	Sell
2019 Q2	$36K	Buy
2017 Q1	–	Sell
2016 Q4	$26K	Buy