Compass Financial Group (South Dakota)’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Sell |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $529K | Sell |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $560K | Buy |
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