Ownership history in IBEX WEALTH ADVISORS · 12 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in VANGUARD INTERMEDIATE (VCIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 6,611 | +38 | +0.6% | 0.05% | $556K | $82.18 |
| 2025 Q2 | REDUCED | 6,573 | -1,661 | -20.2% | 0.06% | $545K | $80.05 |
| 2024 Q4 | REDUCED | 8,234 | -40,899 | -83.2% | 0.08% | $661K | $76.02 |
| 2019 Q2 | ADDED | 49,133 | +160 | +0.3% | 1.27% | $4.4M | $70.49 |
| 2019 Q1 | ADDED | 48,973 | +3,095 | +6.7% | 1.49% | $4.3M | $67.52 |
| 2018 Q4 | REDUCED | 45,878 | -914 | -2.0% | 1.74% | $3.8M | $64.05 |
| 2018 Q3 | REDUCED | 46,792 | -250 | -0.5% | 1.39% | $3.9M | $63.76 |
| 2018 Q2 | UNCHANGED | 47,042 | — | 0% | 1.59% | $4.0M | $63.19 |
| 2018 Q1 | ADDED | 47,042 | +1,270 | +2.8% | 1.61% | $4.0M | $63.61 |
| 2017 Q3 | ADDED | 45,772 | +45,649 | +37113.0% | 1.49% | $4.0M | $64.92 |
As of 2025 Q4 — sorted by position size