Compass Advisory Group’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
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|
2025
Q1 | $3.12M | Sell |
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|
2024
Q4 | $3.15M | Sell |
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|
2024
Q3 | $3.89M | Buy |
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|
2024
Q2 | $3.38M | Sell |
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|
2024
Q1 | $3.53M | Buy |
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|
2023
Q4 | $3.1M | Buy |
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|
2023
Q3 | $2.85M | Buy |
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|
2023
Q2 | $2.92M | Buy |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.86M | Sell |
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|
2022
Q3 | $2.84M | Sell |
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|
2022
Q2 | $3.21M | Sell |
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|
2022
Q1 | $3.74M | Buy |
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|
2021
Q4 | $2.69M | Sell |
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|
2021
Q3 | $13.1M | Buy |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $10.8M | Sell |
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|
2020
Q4 | $10.1M | Buy |
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