CFGSD
Compass Financial Group (South Dakota)’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
2,729
-58
| -2% | -$5.17K | 0.04% | 84 |
|
|
2025
Q1 | $252K | Sell |
2,787
-3
| -0.1% | -$272 | 0.05% | 81 |
|
|
2024
Q4 | $249K | Sell |
2,790
-132
| -5% | -$11.8K | 0.05% | 80 |
|
|
2024
Q3 | $285K | Buy |
2,922
+120
| +4% | +$11.7K | 0.06% | 75 |
|
|
2024
Q2 | $235K | Sell |
2,802
-51
| -2% | -$4.27K | 0.05% | 83 |
|
|
2024
Q1 | $247K | Sell |
2,853
-111
| -4% | -$9.6K | 0.06% | 78 |
|
|
2023
Q4 | $262K | Sell |
2,964
-136
| -4% | -$12K | 0.07% | 77 |
|
|
2023
Q3 | $235K | Sell |
3,100
-88
| -3% | -$6.66K | 0.07% | 82 |
|
|
2023
Q2 | $266K | Sell |
3,188
-261
| -8% | -$21.8K | 0.08% | 77 |
|
|
2023
Q1 | $286K | Buy |
3,449
+16
| +0.5% | +$1.33K | 0.09% | 69 |
|
|
2022
Q4 | $283K | Buy |
+3,433
| New | +$283K | 0.1% | 64 |
|