CFGSD
Compass Financial Group (South Dakota)’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
9,085
-200
| -2% | -$87.7K | 0.65% | 15 |
|
|
2025
Q1 | $3.44M | Sell |
9,285
-32
| -0.3% | -$11.9K | 0.65% | 16 |
|
|
2024
Q4 | $3.82M | Sell |
9,317
-40
| -0.4% | -$16.4K | 0.73% | 15 |
|
|
2024
Q3 | $3.59M | Buy |
9,357
+294
| +3% | +$113K | 0.71% | 16 |
|
|
2024
Q2 | $3.39M | Sell |
9,063
-93
| -1% | -$34.8K | 0.73% | 15 |
|
|
2024
Q1 | $3.15M | Sell |
9,156
-149
| -2% | -$51.3K | 0.73% | 14 |
|
|
2023
Q4 | $2.89M | Buy |
9,305
+14
| +0.2% | +$4.35K | 0.76% | 15 |
|
|
2023
Q3 | $2.53M | Sell |
9,291
-198
| -2% | -$53.9K | 0.76% | 14 |
|
|
2023
Q2 | $2.68M | Sell |
9,489
-336
| -3% | -$95.1K | 0.8% | 12 |
|
|
2023
Q1 | $2.45M | Sell |
9,825
-214
| -2% | -$53.4K | 0.8% | 13 |
|
|
2022
Q4 | $2.14M | Buy |
+10,039
| New | +$2.14M | 0.77% | 14 |
|