Independence Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $916K | Sell |
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|
2020
Q2 | $851K | Hold |
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|
2020
Q1 | $705K | Hold |
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|
2019
Q4 | $880K | Sell |
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|
2019
Q3 | $818K | Hold |
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|
2019
Q2 | $808K | Hold |
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|
2019
Q1 | $779K | Hold |
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|
2018
Q4 | $689K | Hold |
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|
2018
Q3 | $801K | Sell |
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|
2018
Q2 | $761K | Hold |
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|
2018
Q1 | $739K | Sell |
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|
2017
Q4 | $762K | Hold |
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|
2017
Q3 | $717K | Hold |
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|
2017
Q2 | $690K | Hold |
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|
2017
Q1 | $672K | Sell |
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|
2016
Q4 | $650K | Hold |
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|
2016
Q3 | $630K | Hold |
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|
2016
Q2 | $609K | Buy |
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