Creative Planning’s The Very Good Food Company VGFC Stock Holding History

Creative Planning’s Portfolio VGFC Stock Details VGFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-41,490	Closed	-$2.88K	–	2826
2022 Q4	$2.88K	Hold	41,490	–	–	﹤0.01%	2410
2022 Q3	$5K	Buy	+41,490	New	+$7.91K	﹤0.01%	2262

Other funds holding VGFC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Creative Planning's VGFC Position: Q1 2023 in Review

Creative Planning sold out of The Very Good Food Company (VGFC) in Q1 2023, closing a stake of 41,490 shares — an estimated $2.88K sold.

Creative Planning first reported a position in VGFC in Q3 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 3 funds tracked by Wall St. Rank hold VGFC as of Q1 2023.

Creative Planning reported no remaining The Very Good Food Company position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 41,490 The Very Good Food Company shares in Q1 2023, an estimated $2.88K.
Creative Planning first reported a position in The Very Good Food Company in Q3 2022 and held it in 2 quarters.
Creative Planning's The Very Good Food Company position peaked at $5K in Q3 2022.
3 funds tracked by Wall St. Rank held The Very Good Food Company as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.