Compass Planning Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$448K	Buy	789 +109	+16%	+$61.9K	0.41%	25
2025 Q1	$350K	Buy	680 +232	+52%	+$119K	0.35%	27
2024 Q4	$241K	Buy	+448	New	+$241K	0.24%	33