Independence Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$6.77M Sell
21,988
-223
-1% -$68.6K 1.45% 13
2020
Q2
$6.3M Buy
22,211
+21,410
+2,673% +$6.07M 1.44% 13
2020
Q1
$190K Buy
801
+709
+771% +$168K 0.05% 85
2019
Q4
$27K Buy
+92
New +$27K 0.01% 132