CPC
Consolidated Planning Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
2,253
-92
| -4% | -$28K | 0.09% | 131 |
|
|
2025
Q1 | $644K | Buy |
2,345
+70
| +3% | +$19.2K | 0.09% | 131 |
|
|
2024
Q4 | $659K | Buy |
2,275
+206
| +10% | +$59.7K | 0.09% | 117 |
|
|
2024
Q3 | $586K | Sell |
2,069
-192
| -8% | -$54.4K | 0.09% | 122 |
|
|
2024
Q2 | $605K | Sell |
2,261
-237
| -9% | -$63.4K | 0.1% | 102 |
|
|
2024
Q1 | $649K | Sell |
2,498
-96,738
| -97% | -$25.1M | 0.11% | 101 |
|
|
2023
Q4 | $23.5M | Buy |
99,236
+1,259
| +1% | +$299K | 4.38% | 4 |
|
|
2023
Q3 | $20.8M | Buy |
97,977
+6,713
| +7% | +$1.43M | 4.61% | 3 |
|
|
2023
Q2 | $20.1M | Sell |
91,264
-48,977
| -35% | -$10.8M | 4.23% | 3 |
|
|
2023
Q1 | $28.6M | Buy |
140,241
+298
| +0.2% | +$60.8K | 7.42% | 2 |
|
|
2022
Q4 | $26.8M | Sell |
139,943
-754
| -0.5% | -$144K | 7.4% | 2 |
|
|
2022
Q3 | $25.3M | Sell |
140,697
-142,146
| -50% | -$25.5M | 7.88% | 2 |
|
|
2022
Q2 | $53.4M | Sell |
282,843
-879
| -0.3% | -$166K | 16.68% | 1 |
|
|
2022
Q1 | $64.6M | Buy |
283,722
+588
| +0.2% | +$134K | 44.79% | 1 |
|
|
2021
Q4 | $68.4M | Sell |
283,134
-635
| -0.2% | -$153K | 44.07% | 1 |
|
|
2021
Q3 | $63M | Buy |
283,769
+5,181
| +2% | +$1.15M | 40.95% | 1 |
|
|
2021
Q2 | $62.1M | Sell |
278,588
-56,798
| -17% | -$12.7M | 45.96% | 1 |
|
|
2021
Q1 | $69.3M | Sell |
335,386
-1,553
| -0.5% | -$321K | 44.28% | 1 |
|
|
2020
Q4 | $65.6M | Buy |
336,939
+8,065
| +2% | +$1.57M | 42.73% | 1 |
|
|
2020
Q3 | $56M | Sell |
328,874
-4,255
| -1% | -$725K | 41.71% | 1 |
|
|
2020
Q2 | $52.1M | Buy |
333,129
+7,440
| +2% | +$1.16M | 51.13% | 1 |
|
|
2020
Q1 | $42M | Buy |
325,689
+5,538
| +2% | +$714K | 52.67% | 1 |
|
|
2019
Q4 | $52.4M | Buy |
+320,151
| New | +$52.4M | 51.79% | 1 |
|