Creative Planning’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,600	Closed	-$13.3K	–	2936
2023 Q2	$13.3K	Buy	+15,600	New	+$13.3K	﹤0.01%	2496