Cornerstone Planning Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Buy	5,412 +4,948	+1,066%	+$368K	0.01%	241
2025 Q4	$34.7K	Sell	464 -9,088	-95%	-$661K	0.01%	435
2025 Q3	$411K	Buy	9,552 +9,184	+2,496%	+$660K	0.07%	96
2025 Q2	$26.3K	Sell	368 -264	-42%	-$17.3K	0.01%	361
2025 Q1	$39.3K	Buy	632 +116	+22%	+$7.79K	0.01%	280
2024 Q4	$35.5K	Sell	516 -1,952	-79%	-$133K	0.01%	228
2024 Q3	$164K	Buy	2,468 +8	+0.3%	+$502	0.04%	81
2024 Q2	$146K	Sell	2,460 -32	-1%	-$1.95K	0.04%	103
2024 Q1	$150K	Sell	2,492 -732	-23%	-$43.3K	0.05%	88
2023 Q4	$188K	Sell	3,224 -660	-17%	-$35.3K	0.06%	85
2023 Q3	$202K	Sell	3,884 -1,124	-22%	-$61.6K	0.08%	80
2023 Q2	$276K	Buy	+5,008	New	+$263K	0.11%	72
2022 Q4	$433K	Buy	+8,284	New	+$422K	0.18%	64