Compass Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $461K | Hold |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $329K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $520K | Buy |
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