Compass Planning Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Compass Planning Associates’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.78M	Sell
2025 Q2	$6M	Sell
2025 Q1	$5.51M	Buy
2024 Q4	$3.58M	Buy