Consolidated Planning Corp’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,094	Closed	-$218K	–	170
2023 Q2	$218K	Buy	+1,094	New	+$218K	0.05%	152
2021 Q4	–	Sell	-271	Closed	-$59K	–	422
2021 Q3	$59K	Buy	+271	New	+$59K	0.04%	153