CPL
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Capital & Planning LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Capital & Planning LLC’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$1.52K – 179
2024
Q4 		$1.52K Buy
+6
New +$1.52K ﹤0.01% 170