CWP

Concord Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3	Closed	-$587	–	1033
2023 Q3	$587	Hold	3	–	–	﹤0.01%	977
2023 Q2	$608	Buy	+3	New	+$608	﹤0.01%	980
2023 Q1	–	Sell	-58	Closed	-$10.1K	–	1244
2022 Q4	$10.1K	Buy	+58	New	+$10.1K	﹤0.01%	633