CFGSD
Compass Financial Group (South Dakota)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $546K | Sell |
6,581
-404
| -6% | -$33.5K | 0.09% | 53 |
|
2025
Q1 | $571K | Sell |
6,985
-725
| -9% | -$59.3K | 0.11% | 50 |
|
2024
Q4 | $619K | Sell |
7,710
-102
| -1% | -$8.19K | 0.12% | 47 |
|
2024
Q3 | $654K | Sell |
7,812
-331
| -4% | -$27.7K | 0.13% | 47 |
|
2024
Q2 | $651K | Sell |
8,143
-1,232
| -13% | -$98.5K | 0.14% | 45 |
|
2024
Q1 | $755K | Sell |
9,375
-1,594
| -15% | -$128K | 0.18% | 39 |
|
2023
Q4 | $892K | Sell |
10,969
-169
| -2% | -$13.7K | 0.24% | 33 |
|
2023
Q3 | $846K | Buy |
11,138
+509
| +5% | +$38.7K | 0.25% | 31 |
|
2023
Q2 | $840K | Sell |
10,629
-265
| -2% | -$20.9K | 0.25% | 31 |
|
2023
Q1 | $874K | Buy |
10,894
+287
| +3% | +$23K | 0.29% | 27 |
|
2022
Q4 | $822K | Buy |
+10,607
| New | +$822K | 0.3% | 28 |
|