CWM

Collaborative Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,037	Closed	-$204K	–	189
2022 Q2	$204K	Buy	+1,037	New	+$204K	0.13%	177
2021 Q4	$264K	Buy	+1,037	New	+$264K	0.14%	176
2021 Q1	$247K	Buy	+1,037	New	+$247K	0.14%	169