Independent Advisor Alliance’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,017
Closed -$814K 1365
2024
Q4
$814K Buy
+3,017
New +$814K 0.01% 792
2020
Q1
Sell
-2,712
Closed -$401K 849
2019
Q4
$401K Buy
+2,712
New +$401K 0.02% 588