Cornerstone Planning Group’s Vanguard Energy ETF VDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.22K	Hold	35	–	–	﹤0.01%	764
2025 Q1	$3.93K	Hold	35	–	–	﹤0.01%	797
2024 Q4	$4.39K	Buy	35 +1	+3%	+$126	﹤0.01%	608
2024 Q3	$4.21K	Sell	34 -659	-95%	-$81.6K	﹤0.01%	599
2024 Q2	$83.7K	Buy	+693	New	+$83.7K	0.02%	147