Compass Financial Group (South Dakota)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
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2025
Q1 | $260K | Sell |
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|
2024
Q4 | $274K | Sell |
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2024
Q3 | $277K | Sell |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $819K | Sell |
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|
2022
Q4 | $814K | Buy |
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