Impact Partnership Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
974
| – | – | 0.04% | 254 |
|
|
2025
Q1 | $216K | Sell |
974
-97
| -9% | -$21.5K | 0.05% | 228 |
|
|
2024
Q4 | $257K | Sell |
1,071
-4
| -0.4% | -$961 | 0.05% | 233 |
|
|
2024
Q3 | $255K | Buy |
1,075
+97
| +10% | +$23K | 0.06% | 198 |
|
|
2024
Q2 | $213K | Sell |
978
-47
| -5% | -$10.2K | 0.06% | 197 |
|
|
2024
Q1 | $234K | Sell |
1,025
-144
| -12% | -$32.9K | 0.09% | 148 |
|
|
2023
Q4 | $249K | Sell |
1,169
-575
| -33% | -$123K | 0.09% | 144 |
|
|
2023
Q3 | $330K | Sell |
1,744
-45,051
| -96% | -$8.52M | 0.1% | 115 |
|
|
2023
Q2 | $9.31M | Buy |
+46,795
| New | +$9.31M | 3.23% | 4 |
|