CFGSD
Compass Financial Group (South Dakota)’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Sell |
5,180
-49
| -0.9% | -$6.24K | 0.11% | 45 |
|
|
2025
Q1 | $625K | Buy |
5,229
+342
| +7% | +$40.9K | 0.12% | 48 |
|
|
2024
Q4 | $577K | Buy |
4,887
+23
| +0.5% | +$2.72K | 0.11% | 51 |
|
|
2024
Q3 | $535K | Buy |
4,864
+68
| +1% | +$7.47K | 0.11% | 51 |
|
|
2024
Q2 | $479K | Hold |
4,796
| – | – | 0.1% | 53 |
|
|
2024
Q1 | $491K | Buy |
4,796
+8
| +0.2% | +$819 | 0.11% | 48 |
|
|
2023
Q4 | $442K | Buy |
4,788
+27
| +0.6% | +$2.49K | 0.12% | 50 |
|
|
2023
Q3 | $382K | Sell |
4,761
-1,745
| -27% | -$140K | 0.11% | 50 |
|
|
2023
Q2 | $529K | Sell |
6,506
-286
| -4% | -$23.2K | 0.16% | 44 |
|
|
2023
Q1 | $529K | Buy |
6,792
+23
| +0.3% | +$1.79K | 0.17% | 41 |
|
|
2022
Q4 | $560K | Buy |
+6,769
| New | +$560K | 0.2% | 40 |
|