Compass Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.78M Sell
2025
Q1
$5.09M Buy
2024
Q4
$3.75M Buy
2024
Q3
$2.93M Buy
2024
Q2
$2.66M Buy
2024
Q1
$2.58M Sell
2023
Q4
$2.65M Buy
2023
Q3
$1.72M Buy
2023
Q2
$1.64M Buy
2023
Q1
$1.45M Buy
2022
Q4
$1.25M Sell
2022
Q3
$1.18M Buy
2022
Q2
$237K Buy