Cornerstone Planning Group’s VirTra VTSI Stock Holding History

Cornerstone Planning Group’s Portfolio VTSI Stock Details VTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-73	Closed	-$465	–	1691
2024 Q4	$465	Hold	73	–	–	﹤0.01%	1163
2024 Q3	$465	Buy	+73	New	+$531	﹤0.01%	1102

Other funds holding VTSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's VTSI Position: Q1 2025 in Review

Cornerstone Planning Group sold out of VirTra (VTSI) in Q1 2025, closing a stake of 73 shares — an estimated $465 sold.

Cornerstone Planning Group first reported a position in VTSI in Q3 2024 and held it in 2 quarters. The position peaked at $465 in Q4 2024. 52 funds tracked by Wall St. Rank hold VTSI as of Q1 2025.

Cornerstone Planning Group reported no remaining VirTra position as of Q1 2025 after selling out during the quarter.
Cornerstone Planning Group sold 73 VirTra shares in Q1 2025, an estimated $465.
Cornerstone Planning Group first reported a position in VirTra in Q3 2024 and held it in 2 quarters.
Cornerstone Planning Group's VirTra position peaked at $465 in Q4 2024.
52 funds tracked by Wall St. Rank held VirTra as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.