CWP
Corepath Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
2,876
| – | – | 0.22% | 30 |
|
|
2025
Q1 | $218K | Hold |
2,876
| – | – | 0.21% | 29 |
|
|
2024
Q4 | $256K | Hold |
2,876
| – | – | 0.25% | 24 |
|
|
2024
Q3 | $259K | Sell |
2,876
-521
| -15% | -$47K | 0.25% | 25 |
|
|
2024
Q2 | $278K | Buy |
+3,397
| New | +$278K | 0.29% | 22 |
|