Creative Planning
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Creative Planning’s VirTra VTSI Stock Holding History

Creative Planning’s Portfolio VTSI Stock Details VTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-53,255
Closed -$215K – 2711
2023
Q1 		$215K Buy
53,255
+755
+1% +$3.04K ﹤0.01% 2068
2022
Q4 		$246K Buy
+52,500
New +$246K ﹤0.01% 1862