CFGSD
Compass Financial Group (South Dakota)’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
920
-85
| -8% | -$23.8K | 0.04% | 82 |
|
|
2025
Q1 | $260K | Sell |
1,005
-31
| -3% | -$8.02K | 0.05% | 79 |
|
|
2024
Q4 | $274K | Sell |
1,036
-14
| -1% | -$3.7K | 0.05% | 77 |
|
|
2024
Q3 | $277K | Sell |
1,050
-121
| -10% | -$31.9K | 0.05% | 78 |
|
|
2024
Q2 | $284K | Sell |
1,171
-88
| -7% | -$21.3K | 0.06% | 70 |
|
|
2024
Q1 | $315K | Sell |
1,259
-76
| -6% | -$19K | 0.07% | 67 |
|
|
2023
Q4 | $310K | Sell |
1,335
-2,361
| -64% | -$549K | 0.08% | 67 |
|
|
2023
Q3 | $770K | Buy |
3,696
+39
| +1% | +$8.12K | 0.23% | 36 |
|
|
2023
Q2 | $805K | Sell |
3,657
-224
| -6% | -$49.3K | 0.24% | 35 |
|
|
2023
Q1 | $819K | Sell |
3,881
-113
| -3% | -$23.8K | 0.27% | 31 |
|
|
2022
Q4 | $814K | Buy |
+3,994
| New | +$814K | 0.29% | 30 |
|