CPC
Consolidated Planning Corp’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Hold |
1,695
| – | – | 0.06% | 139 |
|
|
2025
Q1 | $438K | Sell |
1,695
-22
| -1% | -$5.69K | 0.06% | 136 |
|
|
2024
Q4 | $454K | Sell |
1,717
-551
| -24% | -$146K | 0.06% | 135 |
|
|
2024
Q3 | $598K | Sell |
2,268
-8,571
| -79% | -$2.26M | 0.09% | 119 |
|
|
2024
Q2 | $2.62M | Buy |
10,839
+143
| +1% | +$34.6K | 0.43% | 69 |
|
|
2024
Q1 | $2.67M | Sell |
10,696
-549
| -5% | -$137K | 0.46% | 65 |
|
|
2023
Q4 | $2.62M | Buy |
11,245
+10,232
| +1,010% | +$2.38M | 0.49% | 56 |
|
|
2023
Q3 | $211K | Sell |
1,013
-1,777
| -64% | -$370K | 0.05% | 147 |
|
|
2023
Q2 | $614K | Buy |
+2,790
| New | +$614K | 0.13% | 110 |
|
|
2021
Q4 | – | Sell |
-507
| Closed | -$120K | – | 434 |
|
|
2021
Q3 | $120K | Buy |
+507
| New | +$120K | 0.08% | 88 |
|