IAA
Independence Asset Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,625
| Closed | -$396K | – | 11 |
|
|
2024
Q3 | $396K | Buy |
1,625
+6
| +0.4% | +$1.46K | 7.83% | 4 |
|
|
2024
Q2 | $372K | Hold |
1,619
| – | – | 8.91% | 3 |
|
|
2024
Q1 | $382K | Buy |
1,619
+2
| +0.1% | +$472 | 9.2% | 3 |
|
|
2023
Q4 | $355K | Buy |
+1,617
| New | +$355K | 8.98% | 3 |
|