CPC
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Consolidated Planning Corp’s Vanguard Energy ETF VDE Stock Holding History

Consolidated Planning Corp’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-299
Closed -$22K – 428
2021
Q3 		$22K Buy
+299
New +$20.9K 0.01% 242

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AAS
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Consolidated Planning Corp's VDE Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Vanguard Energy ETF (VDE) in Q4 2021, closing a stake of 299 shares — an estimated $22K sold.

Consolidated Planning Corp first reported a position in VDE in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 478 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Vanguard Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 299 Vanguard Energy ETF shares in Q4 2021, an estimated $22K.
  • Consolidated Planning Corp first reported a position in Vanguard Energy ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Vanguard Energy ETF position peaked at $22K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.