CPA
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Compass Planning Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Compass Planning Associates’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$382K Sell
1,365
-43
-3% -$12K 0.35% 26
2025
Q1 		$364K Buy
1,408
+101
+8% +$26.1K 0.37% 26
2024
Q4 		$345K Buy
+1,307
New +$345K 0.35% 28