IWA
IBEX Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
12,664
-1,983
| -14% | -$264K | 0.18% | 85 |
|
|
2025
Q1 | $1.89M | Sell |
14,647
-991
| -6% | -$128K | 0.25% | 78 |
|
|
2024
Q4 | $2M | Buy |
+15,638
| New | +$2M | 0.24% | 81 |
|
|
2023
Q1 | – | Sell |
-21,303
| Closed | -$2.31M | – | 182 |
|
|
2022
Q4 | $2.31M | Buy |
21,303
+1,091
| +5% | +$118K | 0.52% | 61 |
|
|
2022
Q3 | $1.92M | Sell |
20,212
-6
| -0% | -$569 | 0.5% | 69 |
|
|
2022
Q2 | $2.06M | Sell |
20,218
-6,947
| -26% | -$706K | 0.47% | 75 |
|
|
2022
Q1 | $3.05M | Sell |
27,165
-453
| -2% | -$50.8K | 0.58% | 63 |
|
|
2021
Q4 | $3.1M | Sell |
27,618
-415
| -1% | -$46.5K | 0.55% | 71 |
|
|
2021
Q3 | $2.9M | Buy |
28,033
+1,103
| +4% | +$114K | 0.56% | 75 |
|
|
2021
Q2 | $2.82M | Buy |
26,930
+5,064
| +23% | +$530K | 0.56% | 72 |
|
|
2021
Q1 | $2.21M | Buy |
21,866
+3,692
| +20% | +$373K | 0.55% | 70 |
|
|
2020
Q4 | $1.66M | Sell |
18,174
-16,804
| -48% | -$1.54M | 0.43% | 76 |
|
|
2020
Q3 | $2.83M | Buy |
34,978
+1,148
| +3% | +$92.9K | 0.82% | 54 |
|
|
2020
Q2 | $2.67M | Buy |
33,830
+122
| +0.4% | +$9.61K | 0.86% | 52 |
|
|
2020
Q1 | $2.38M | Sell |
33,708
-1,775
| -5% | -$126K | 0.93% | 48 |
|
|
2019
Q4 | $3.33M | Buy |
35,483
+1,050
| +3% | +$98.4K | 1.02% | 39 |
|
|
2019
Q3 | $3.06M | Buy |
34,433
+690
| +2% | +$61.2K | 1.01% | 38 |
|
|
2019
Q2 | $2.95M | Buy |
33,743
+4,202
| +14% | +$367K | 0.85% | 41 |
|
|
2019
Q1 | $2.53M | Buy |
29,541
+936
| +3% | +$80.2K | 0.89% | 45 |
|
|
2018
Q4 | $2.23M | Buy |
28,605
+9,841
| +52% | +$768K | 1.02% | 34 |
|
|
2018
Q3 | $1.64M | Sell |
18,764
-228
| -1% | -$19.9K | 0.59% | 65 |
|
|
2018
Q2 | $1.53M | Hold |
18,992
| – | – | 0.61% | 65 |
|
|
2018
Q1 | $1.53M | Buy |
+18,992
| New | +$1.53M | 0.62% | 65 |
|
|
2017
Q4 | – | Sell |
-18,159
| Closed | -$1.49M | – | 144 |
|
|
2017
Q3 | $1.49M | Buy |
18,159
+68
| +0.4% | +$5.57K | 0.55% | 66 |
|
|
2017
Q2 | $1.41M | Buy |
+18,091
| New | +$1.41M | 0.56% | 66 |
|
|
2017
Q1 | – | Sell |
-17,085
| Closed | -$1.29M | – | 393 |
|
|
2016
Q4 | $1.29M | Buy |
17,085
+230
| +1% | +$17.4K | 0.62% | 57 |
|
|
2016
Q3 | $1.22M | Buy |
+16,855
| New | +$1.22M | 0.67% | 53 |
|