Impact Partnership Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-473
Closed -$113K 694
2024
Q1
$113K Hold
473
0.04% 240
2023
Q4
$103K Sell
473
-14
-3% -$3.05K 0.04% 242
2023
Q3
$95.3K Buy
487
+14
+3% +$2.74K 0.03% 324
2023
Q2
$95.9K Buy
+473
New +$95.9K 0.03% 189