Corepath Wealth Partners LLC Vanguard Small Cap Value ETF Transaction History

Corepath Wealth Partners LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	SELL	$157.33 - $174.39 $3,146 - $3,487	-20 Reduced 1.19%	1,663 $265,000
Q2 2023 Jul 19, 2023	BUY	$150.74 - $165.4 $23,967 - $26,298	159 Added 10.43%	1,683 $278,000
Q1 2021 May 17, 2021	BUY	$139.89 - $172.72 $9,652 - $11,917	69 Added 4.74%	1,524 $256,000
Q4 2020 May 17, 2021	SELL	$111.89 - $142.79 $188,198 - $240,172	-1,682 Reduced 53.62%	1,455 $208,000
Q4 2020 Feb 16, 2021	BUY	$111.89 - $142.79 $350,998 - $447,932	3,137 New	3,137 $446,000

1,540

93.4M

53.2K

22.2K

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