Impact Partnership Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-111	Closed	-$21.2K	–	672
2024 Q1	$21.2K	Sell	111 -96	-46%	-$18.4K	0.01%	382
2023 Q4	$37.2K	Buy	207 +20	+11%	+$3.59K	0.01%	361
2023 Q3	$29.9K	Buy	187 +134	+253%	+$21.4K	0.01%	449
2023 Q2	$8.77K	Buy	+53	New	+$8.77K	﹤0.01%	434