Independence Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$6.07M Sell
2020
Q2
$6.17M Buy
2020
Q1
$4.82M Buy
2019
Q4
$6.97M Sell
2019
Q3
$11.9M Buy
2019
Q2
$8.93M Sell
2019
Q1
$8.82M Buy
2018
Q4
$5.43M Buy
2018
Q3
$3.92M Sell
2018
Q2
$3.82M Sell
2018
Q1
$3.84M Buy
2017
Q4
$3.73M Sell
2017
Q3
$3.62M Sell
2017
Q2
$3.62M Sell
2017
Q1
$3.7M Sell
2016
Q4
$3.66M Buy
2016
Q3
$3.07M Buy
2016
Q2
$2.85M Buy