CIA
Compass Ion Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
2,989
+10
| +0.3% | +$2.85K | 0.09% | 118 |
|
|
2025
Q1 | $766K | Sell |
2,979
-314
| -10% | -$80.7K | 0.09% | 125 |
|
|
2024
Q4 | $888K | Sell |
3,293
-37
| -1% | -$9.98K | 0.11% | 112 |
|
|
2024
Q3 | $877K | Hold |
3,330
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $798K | Hold |
3,330
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $798K | Sell |
3,330
-427
| -11% | -$102K | 0.11% | 103 |
|
|
2023
Q4 | $820K | Hold |
3,757
| – | – | 0.13% | 103 |
|
|
2023
Q3 | $735K | Buy |
+3,757
| New | +$735K | 0.13% | 107 |
|