Cornerstone Planning Group’s Vanguard Utilities ETF VPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.85K	Buy	21 +1	+5%	+$183	﹤0.01%	784
2025 Q1	$3.47K	Hold	20	–	–	﹤0.01%	832
2024 Q4	$3.41K	Hold	20	–	–	﹤0.01%	662
2024 Q3	$3.44K	Sell	20 -343	-94%	-$59K	﹤0.01%	653
2024 Q2	$56.9K	Buy	+363	New	+$56.9K	0.02%	183