CFGSD
Compass Financial Group (South Dakota)’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
9,101
-868
| -9% | -$111K | 0.19% | 35 |
|
|
2025
Q1 | $1.26M | Sell |
9,969
-904
| -8% | -$115K | 0.24% | 28 |
|
|
2024
Q4 | $1.31M | Sell |
10,873
-293
| -3% | -$35.3K | 0.25% | 27 |
|
|
2024
Q3 | $1.36M | Sell |
11,166
-194
| -2% | -$23.6K | 0.27% | 26 |
|
|
2024
Q2 | $1.29M | Sell |
11,360
-222
| -2% | -$25.2K | 0.28% | 26 |
|
|
2024
Q1 | $1.3M | Sell |
11,582
-625
| -5% | -$69.9K | 0.3% | 25 |
|
|
2023
Q4 | $1.28M | Sell |
12,207
-3,731
| -23% | -$390K | 0.34% | 25 |
|
|
2023
Q3 | $1.53M | Sell |
15,938
-753
| -5% | -$72.4K | 0.46% | 21 |
|
|
2023
Q2 | $1.67M | Sell |
16,691
-272
| -2% | -$27.1K | 0.5% | 20 |
|
|
2023
Q1 | $1.67M | Sell |
16,963
-13
| -0.1% | -$1.28K | 0.55% | 16 |
|
|
2022
Q4 | $1.67M | Buy |
+16,976
| New | +$1.67M | 0.6% | 15 |
|