Compass Ion Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Compass Ion Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$853K	Buy
2025 Q1	$766K	Sell
2024 Q4	$888K	Sell
2024 Q3	$877K	Hold
2024 Q2	$798K	Hold
2024 Q1	$798K	Sell
2023 Q4	$820K	Hold
2023 Q3	$735K	Buy