Compass Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.5M	Sell	7,335 -105	-1%	-$21.5K	0.73%	22
2025 Q1	$1.44M	Sell	7,440 -139	-2%	-$27K	0.76%	17
2024 Q4	$1.48M	Buy	+7,579	New	+$1.48M	0.84%	16