Creative Planning’s Vapotherm, Inc. Common Stock VAPO Stock Holding History

Creative Planning’s Portfolio VAPO Stock Details VAPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,042	Closed	-$35.5K	–	3143
2023 Q3	$35.5K	Buy	14,042 +3,112	+28%	+$9.72K	﹤0.01%	2522
2023 Q2	$38.9K	Hold	10,930	–	–	﹤0.01%	2459
2023 Q1	$57.5K	Hold	10,930	–	–	﹤0.01%	2332
2022 Q4	$236K	Buy	10,930 +9,208	+535%	+$105K	﹤0.01%	1910
2022 Q3	$22K	Buy	+1,722	New	+$26.9K	﹤0.01%	2179

Other funds holding VAPO

RVM

RiverVest Venture Management St. Louis, Missouri $6.84M AUM 7.71% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

FWM

FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return

Creative Planning's VAPO Position: Q4 2023 in Review

Creative Planning sold out of Vapotherm, Inc. Common Stock (VAPO) in Q4 2023, closing a stake of 14,042 shares — an estimated $35.5K sold.

Creative Planning first reported a position in VAPO in Q3 2022 and held it in 5 quarters. The position peaked at $236K in Q4 2022. 3 funds tracked by Wall St. Rank hold VAPO as of Q4 2023.

Creative Planning reported no remaining Vapotherm, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 14,042 Vapotherm, Inc. Common Stock shares in Q4 2023, an estimated $35.5K.
Creative Planning first reported a position in Vapotherm, Inc. Common Stock in Q3 2022 and held it in 5 quarters.
Creative Planning's Vapotherm, Inc. Common Stock position peaked at $236K in Q4 2022.
3 funds tracked by Wall St. Rank held Vapotherm, Inc. Common Stock as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.