Ibex Wealth Advisors Vanguard S&P 500 Value ETF Transaction History

Ibex Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	SELL	$124.14 - $145.84 $223,948 - $263,095	-1,804 Reduced 29.31%	4,351 $540,000
Q2 2022 Aug 16, 2022	SELL	$129.51 - $153.39 $2,719 - $3,221	-21 Reduced 0.34%	6,155 $818,000
Q1 2022 May 16, 2022	BUY	$142.52 - $153.78 $64,704 - $69,816	454 Added 7.93%	6,176 $931,000
Q4 2021 Feb 22, 2022	BUY	$141.09 - $151.6 $81,126 - $87,170	575 Added 11.17%	5,722 $866,000
Q3 2021 Nov 12, 2021	BUY	$138.92 - $146.94 $715,021 - $756,300	5,147 New	5,147 $724,000

351

12.3M

600

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