Ibex Wealth Advisors Vanguard Total Stock Market Et Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$179.3 - $204.18 $474,248 - $540,056	2,645 New	2,645 $506,000
Q2 2022 Aug 16, 2022	SELL	$183.02 - $230.52 $496,350 - $625,170	-2,712 Reduced 24.44%	8,383 $1.58 Million
Q1 2022 May 16, 2022	BUY	$209.9 - $242.97 $283,994 - $328,738	1,353 Added 13.89%	11,095 $2.53 Million
Q4 2021 Feb 22, 2022	BUY	$221.73 - $242.96 $204,656 - $224,252	923 Added 10.47%	9,742 $2.35 Million
Q3 2021 Nov 12, 2021	BUY	$219.23 - $234.37 $320,514 - $342,648	1,462 Added 19.87%	8,819 $1.96 Million
Q2 2021 Aug 20, 2021	BUY	$209.28 - $222.82 $1.54 Million - $1.64 Million	7,357 New	7,357 $1.64 Million
Q1 2020 May 05, 2020	SELL	$111.91 - $172.17 $1.19 Million - $1.83 Million	-10,652 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$146.61 - $164.29 $78,876 - $88,388	-538 Reduced 4.81%	10,652 $1.74 Million
Q3 2019 Nov 12, 2019	SELL	$150.3 - $153.62 $30,961 - $31,645	-206 Reduced 1.81%	11,190 $1.69 Million
Q2 2019 Jul 30, 2019	BUY	N/A	11,396 New	11,396 $1.71 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-14,745 Closed	0 $0
Q3 2018 Oct 09, 2018	SELL	N/A	-1,094 Reduced 6.91%	14,745 $2.21 Million
Q1 2018 Jun 13, 2018	BUY	N/A	15,839 New	15,839 $2.1 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-14,856 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	14,856	14,856 $1.95 Million

Others Institutions Holding VTI

# of Institutions

3,051

Shares Held

454M

Call Options Held

1.81M

Put Options Held

618K

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

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