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Compass Planning Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Compass Planning Associates’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.15M Buy
9,055
+227
+3% +$53.8K 1.97% 9
2025
Q1 		$1.96M Buy
8,828
+26
+0.3% +$5.77K 1.98% 9
2024
Q4 		$2.11M Buy
+8,802
New +$2.11M 2.15% 9