CWP
Corepath Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,165
| Closed | -$264K | – | 27 |
|
|
2023
Q4 | $264K | Hold |
3,165
| – | – | 0.15% | 36 |
|
|
2023
Q3 | $240K | Hold |
3,165
| – | – | 0.14% | 36 |
|
|
2023
Q2 | $254K | Hold |
3,165
| – | – | 0.15% | 37 |
|
|
2023
Q1 | $227K | Hold |
3,165
| – | – | 0.14% | 38 |
|
|
2022
Q4 | $212K | Hold |
3,165
| – | – | 0.14% | 37 |
|
|
2022
Q3 | $203K | Buy |
+3,165
| New | +$203K | 0.15% | 37 |
|