Independence Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$916K	Sell	5,854 -100	-2%	-$15.6K	0.2%	40
2020 Q2	$851K	Hold	5,954	–	–	0.19%	40
2020 Q1	$705K	Hold	5,954	–	–	0.19%	39
2019 Q4	$880K	Sell	5,954 -45	-0.8%	-$6.65K	0.21%	38
2019 Q3	$818K	Hold	5,999	–	–	0.2%	41
2019 Q2	$808K	Hold	5,999	–	–	0.21%	39
2019 Q1	$779K	Hold	5,999	–	–	0.22%	41
2018 Q4	$689K	Hold	5,999	–	–	0.23%	39
2018 Q3	$801K	Sell	5,999 -100	-2%	-$13.4K	0.24%	34
2018 Q2	$761K	Hold	6,099	–	–	0.24%	36
2018 Q1	$739K	Sell	6,099 -115	-2%	-$13.9K	0.24%	35
2017 Q4	$762K	Hold	6,214	–	–	0.26%	34
2017 Q3	$717K	Hold	6,214	–	–	0.29%	31
2017 Q2	$690K	Hold	6,214	–	–	0.27%	34
2017 Q1	$672K	Sell	6,214 -140	-2%	-$15.1K	0.28%	32
2016 Q4	$650K	Hold	6,354	–	–	0.29%	34
2016 Q3	$630K	Hold	6,354	–	–	0.3%	33
2016 Q2	$609K	Buy	+6,354	New	+$609K	0.32%	26