CFGSD
Compass Financial Group (South Dakota)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
7,700
-607
| -7% | -$40.8K | 0.08% | 54 |
|
|
2025
Q1 | $504K | Sell |
8,307
-2,600
| -24% | -$158K | 0.1% | 53 |
|
|
2024
Q4 | $626K | Sell |
10,907
-82
| -0.7% | -$4.71K | 0.12% | 46 |
|
|
2024
Q3 | $692K | Sell |
10,989
-652
| -6% | -$41.1K | 0.14% | 44 |
|
|
2024
Q2 | $683K | Buy |
11,641
+204
| +2% | +$12K | 0.15% | 43 |
|
|
2024
Q1 | $671K | Sell |
11,437
-834
| -7% | -$48.9K | 0.16% | 42 |
|
|
2023
Q4 | $689K | Sell |
12,271
-1,359
| -10% | -$76.3K | 0.18% | 40 |
|
|
2023
Q3 | $707K | Sell |
13,630
-2,468
| -15% | -$128K | 0.21% | 40 |
|
|
2023
Q2 | $876K | Sell |
16,098
-675
| -4% | -$36.7K | 0.26% | 28 |
|
|
2023
Q1 | $897K | Buy |
16,773
+126
| +0.8% | +$6.74K | 0.29% | 26 |
|
|
2022
Q4 | $835K | Buy |
+16,647
| New | +$835K | 0.3% | 27 |
|