CFGSD
Compass Financial Group (South Dakota)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Sell |
7,655
-366
| -5% | -$29.1K | 0.1% | 47 |
|
|
2025
Q1 | $633K | Sell |
8,021
-469
| -6% | -$37K | 0.12% | 47 |
|
|
2024
Q4 | $662K | Sell |
8,490
-513
| -6% | -$40K | 0.13% | 44 |
|
|
2024
Q3 | $715K | Sell |
9,003
-225
| -2% | -$17.9K | 0.14% | 42 |
|
|
2024
Q2 | $713K | Sell |
9,228
-772
| -8% | -$59.7K | 0.15% | 40 |
|
|
2024
Q1 | $773K | Sell |
10,000
-894
| -8% | -$69.1K | 0.18% | 38 |
|
|
2023
Q4 | $843K | Sell |
10,894
-372
| -3% | -$28.8K | 0.22% | 35 |
|
|
2023
Q3 | $847K | Buy |
11,266
+188
| +2% | +$14.1K | 0.25% | 30 |
|
|
2023
Q2 | $838K | Sell |
11,078
-135
| -1% | -$10.2K | 0.25% | 32 |
|
|
2023
Q1 | $855K | Buy |
11,213
+412
| +4% | +$31.4K | 0.28% | 29 |
|
|
2022
Q4 | $812K | Buy |
+10,801
| New | +$812K | 0.29% | 31 |
|