Ibex Wealth Advisors Vanguard Growth ETF Transaction History
Ibex Wealth Advisors
- $902 Million
- Q2 2025
A detailed history of Ibex Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ibex Wealth Advisors holds 2,824 shares of VUG stock, worth $1.33 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,824
Previous 5,858
51.79%
Holding current value
$1.33 Million
Previous $2.17 Million
42.92%
% of portfolio
0.14%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,765Shares Held
282MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.3 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.5 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$6.86 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.33 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.83 Billion1.09% of portfolio