Vested Financial Planning’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Hold	10,696	–	–	1.95%	10
2025 Q1	$2.38M	Sell	10,696 -350	-3%	-$77.7K	2.37%	9
2024 Q4	$2.77M	Buy	+11,046	New	+$2.77M	2.62%	8