CFGSD
Compass Financial Group (South Dakota)’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
9,715
-19
| -0.2% | -$2.44K | 0.2% | 31 |
|
|
2025
Q1 | $1.13M | Sell |
9,734
-218
| -2% | -$25.3K | 0.21% | 31 |
|
|
2024
Q4 | $1.17M | Buy |
9,952
+26
| +0.3% | +$3.06K | 0.22% | 29 |
|
|
2024
Q3 | $1.19M | Sell |
9,926
-549
| -5% | -$65.7K | 0.23% | 28 |
|
|
2024
Q2 | $1.18M | Buy |
10,475
+42
| +0.4% | +$4.73K | 0.26% | 27 |
|
|
2024
Q1 | $1.15M | Sell |
10,433
-129
| -1% | -$14.3K | 0.27% | 26 |
|
|
2023
Q4 | $1.09M | Sell |
10,562
-117
| -1% | -$12K | 0.29% | 26 |
|
|
2023
Q3 | $995K | Sell |
10,679
-192
| -2% | -$17.9K | 0.3% | 25 |
|
|
2023
Q2 | $1.05M | Sell |
10,871
-144
| -1% | -$14K | 0.31% | 23 |
|
|
2023
Q1 | $1.01M | Sell |
11,015
-654
| -6% | -$60.2K | 0.33% | 23 |
|
|
2022
Q4 | $1.01M | Buy |
+11,669
| New | +$1.01M | 0.36% | 22 |
|