Compass Financial Group (South Dakota)’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $982K | Buy |
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|
2024
Q1 | $984K | Buy |
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|
2023
Q4 | $902K | Buy |
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|
2023
Q3 | $779K | Buy |
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|
2023
Q2 | $804K | Buy |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $752K | Buy |
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