Independence Asset Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,247	Closed	-$329K	–	10
2024 Q3	$329K	Buy	1,247 +9	+0.7%	+$2.38K	6.52%	5
2024 Q2	$300K	Hold	1,238	–	–	7.18%	4
2024 Q1	$309K	Buy	1,238 +5	+0.4%	+$1.25K	7.45%	4
2023 Q4	$287K	Buy	+1,233	New	+$287K	7.26%	4