Compass Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
770
+143
+23% +$40K 0.1% 47
2025
Q1
$162K Buy
627
+3
+0.5% +$776 0.09% 49
2024
Q4
$165K Buy
+624
New +$165K 0.09% 41