CPA
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Compass Planning Associates’s Vanguard Growth ETF VUG Stock Holding History

Compass Planning Associates’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Hold
2,436
– – 0.98% 12
2025
Q1 		$903K Buy
2,436
+871
+56% +$323K 0.91% 13
2024
Q4 		$642K Buy
+1,565
New +$642K 0.65% 15