Cornerstone Planning Group’s Vital Energy VTLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-28	Closed	-$956	–	1690
2024 Q4	$956	Buy	+28	New	+$956	﹤0.01%	964