CWP
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Corepath Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,330
Closed -$204K 38
2023
Q4
$204K Buy
+4,330
New +$204K 0.11% 40
2023
Q3
Sell
-6,975
Closed -$329K 41
2023
Q2
$329K Buy
+6,975
New +$329K 0.19% 31