CPG
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Cornerstone Planning Group’s Vanguard Small-Cap ETF VB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-12
Closed -$2.27K 1031
2023
Q3
$2.27K Buy
+12
New +$2.27K ﹤0.01% 629
2022
Q4
$65K Buy
+340
New +$65K 0.03% 223