CFGSD
Compass Financial Group (South Dakota)’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
4,665
| – | – | 0.21% | 30 |
|
|
2025
Q1 | $1.15M | Hold |
4,665
| – | – | 0.22% | 29 |
|
|
2024
Q4 | $1.21M | Hold |
4,665
| – | – | 0.23% | 28 |
|
|
2024
Q3 | $1.18M | Hold |
4,665
| – | – | 0.23% | 30 |
|
|
2024
Q2 | $1.12M | Hold |
4,665
| – | – | 0.24% | 28 |
|
|
2024
Q1 | $1.09M | Hold |
4,665
| – | – | 0.25% | 29 |
|
|
2023
Q4 | $993K | Hold |
4,665
| – | – | 0.26% | 30 |
|
|
2023
Q3 | $890K | Hold |
4,665
| – | – | 0.27% | 29 |
|
|
2023
Q2 | $921K | Hold |
4,665
| – | – | 0.27% | 27 |
|
|
2023
Q1 | $855K | Hold |
4,665
| – | – | 0.28% | 28 |
|
|
2022
Q4 | $801K | Buy |
+4,665
| New | +$801K | 0.29% | 32 |
|