Impact Partnership Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6
Closed -$2.88K 684
2024
Q1
$2.88K Sell
6
-34
-85% -$16.3K ﹤0.01% 551
2023
Q4
$17.5K Buy
40
+27
+208% +$11.8K 0.01% 428
2023
Q3
$5.11K Sell
13
-213
-94% -$83.6K ﹤0.01% 689
2023
Q2
$92K Buy
+226
New +$92K 0.03% 195