Impact Partnership Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-200
Closed -$52K 692
2024
Q1
$52K Sell
200
-558
-74% -$145K 0.02% 313
2023
Q4
$180K Sell
758
-224
-23% -$53.1K 0.07% 194
2023
Q3
$209K Sell
982
-269
-22% -$57.1K 0.06% 174
2023
Q2
$276K Buy
+1,251
New +$276K 0.1% 147