Impact Partnership Wealth’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 Q2	–	Sell	-226	Closed	-$56.5K	–	681
2024 Q1	$56.5K	Sell	226 -110	-33%	-$27.5K	0.02%	302
2023 Q4	$78.2K	Sell	336 -43,599	-99%	-$10.1M	0.03%	282
2023 Q3	$9.15M	Buy	43,935 +13,975	+47%	+$2.91M	2.85%	5
2023 Q2	$6.6M	Buy	+29,960	New	+$6.6M	2.29%	6